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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 | $76,407-97.3% | $150,298-98.6% | $82,448-97.5% |
| Participation rate | 76.7% | 66.4%+10.3pp | 77.8%-1.0pp | 68.1%+8.6pp |
| Annual return | 22.10% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2 | $2,614-99.9% | $4,154-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $1,124 | $3,214-65.0% | $5,453-79.4% | $4,139-72.8% |
| Admin fee / account holder | $134 | $6,352-97.9% | $14,116-99.0% | $7,234-98.1% |