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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 | $11,613 | $65,361-82.2% | $92,903-87.5% | $72,983-84.1% |
| Participation rate | 82.5% | 68.3%+14.2pp | 76.0%+6.5pp | 69.5%+13.0pp |
| Annual return | 22.20% | 42.11%-19.9pp | 109.43%-87.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $293 | $2,594-88.7% | $3,653-92.0% | $2,440-88.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $143 | $4,251-96.6% | $5,795-97.5% | $5,124-97.2% |