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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 | $2,054 | $78,690-97.4% | $161,489-98.7% | $87,485-97.7% |
| Participation rate | 76.7% | 67.5%+9.2pp | 78.7%-2.0pp | 68.9%+7.8pp |
| Annual return | 22.10% | 32.74%-10.6pp | 89.72%-67.6pp | 26.06%-4.0pp |
| Employer contribution / active EE | $2 | $2,588-99.9% | $4,268-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $1,124 | $3,311-66.0% | $5,630-80.0% | $4,274-73.7% |
| Admin fee / account holder | $134 | $6,724-98.0% | $16,006-99.2% | $7,775-98.3% |