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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 | $1,665 | $73,787-97.7% | $98,716-98.3% | $82,448-98.0% |
| Participation rate | 89.2% | 61.4%+27.8pp | 69.3%+19.9pp | 68.1%+21.1pp |
| Annual return | 25.16% | 18.57%+6.6pp | 31.81%-6.7pp | 41.64%-16.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,502 | $3,081-51.3% | $4,048-62.9% | $4,139-63.7% |
| Admin fee / account holder | $41 | $6,500-99.4% | $8,703-99.5% | $7,234-99.4% |