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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 | $1,366 | $51,638-97.4% | $68,368-98.0% | $82,448-98.3% |
| Participation rate | 79.4% | 63.6%+15.8pp | 73.8%+5.7pp | 68.1%+11.3pp |
| Annual return | 29.61% | 37.53%-7.9pp | 292.57%-263.0pp | 41.64%-12.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,228 | $2,914-57.8% | $4,123-70.2% | $4,139-70.3% |
| Admin fee / account holder | $174 | $4,643-96.2% | $5,150-96.6% | $7,234-97.6% |