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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,116 | $36,948-97.0% | $73,658-98.5% | $87,485-98.7% |
| Participation rate | 86.8% | 46.8%+40.0pp | 57.0%+29.8pp | 68.9%+17.9pp |
| Annual return | 25.69% | 28.64%-2.9pp | 29.72%-4.0pp | 26.06%-0.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $540 | $1,379-60.8% | $2,062-73.8% | $4,274-87.4% |
| Admin fee / account holder | $52 | $2,531-97.9% | $3,357-98.4% | $7,775-99.3% |