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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 | $2,971 | $58,057-94.9% | $97,032-96.9% | $86,983-96.6% |
| Participation rate | 85.7% | 60.4%+25.4pp | 71.6%+14.1pp | 69.5%+16.2pp |
| Annual return | 24.78% | 22.26%+2.5pp | 35.38%-10.6pp | 25.83%-1.1pp |
| Employer contribution / active EE | $1 | $1,663-99.9% | $2,629-99.9% | $2,584-99.9% |
| Participant deferral / active EE | $1,504 | $3,244-53.6% | $4,672-67.8% | $4,194-64.1% |
| Admin fee / account holder | $84 | $4,839-98.3% | $9,418-99.1% | $7,856-98.9% |