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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 | $1,820 | $84,953-97.9% | $163,379-98.9% | $82,637-97.8% |
| Participation rate | 83.8% | 65.9%+17.8pp | 76.8%+7.0pp | 68.1%+15.7pp |
| Annual return | 30.17% | 23.07%+7.1pp | 63.41%-33.2pp | 53.51%-23.3pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,460 | $4,326-66.2% | $6,282-76.8% | $4,126-64.6% |
| Admin fee / account holder | $9 | $7,921-99.9% | $9,818-99.9% | $7,339-99.9% |