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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 | $1,059 | $77,814-98.6% | $158,223-99.3% | $86,983-98.8% |
| Participation rate | 97.3% | 68.4%+28.9pp | 79.2%+18.1pp | 69.5%+27.8pp |
| Annual return | 23.84% | 30.54%-6.7pp | 52.09%-28.2pp | 25.83%-2.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,254 | $3,270-61.7% | $5,467-77.1% | $4,194-70.1% |
| Admin fee / account holder | $95 | $5,879-98.4% | $16,047-99.4% | $7,856-98.8% |