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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 | $3,065 | $78,690-96.1% | $161,489-98.1% | $87,485-96.5% |
| Participation rate | 80.8% | 67.5%+13.3pp | 78.7%+2.1pp | 68.9%+11.8pp |
| Annual return | 24.45% | 32.74%-8.3pp | 89.72%-65.3pp | 26.06%-1.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,176 | $3,311-64.5% | $5,630-79.1% | $4,274-72.5% |
| Admin fee / account holder | $148 | $6,724-97.8% | $16,006-99.1% | $7,775-98.1% |