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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 | $4,218 | $58,057-92.7% | $97,032-95.7% | $86,983-95.2% |
| Participation rate | 80.4% | 60.4%+20.1pp | 71.6%+8.9pp | 69.5%+10.9pp |
| Annual return | 25.78% | 22.26%+3.5pp | 35.38%-9.6pp | 25.83%0pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,521 | $3,244-22.3% | $4,672-46.1% | $4,194-39.9% |
| Admin fee / account holder | $219 | $4,839-95.5% | $9,418-97.7% | $7,856-97.2% |