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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 | $76,834-97.8% | $108,359-98.5% | $87,485-98.1% |
| Participation rate | 89.2% | 61.7%+27.5pp | 70.1%+19.1pp | 68.9%+20.3pp |
| Annual return | 25.16% | 19.09%+6.1pp | 36.89%-11.7pp | 26.06%-0.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,502 | $3,100-51.5% | $4,137-63.7% | $4,274-64.9% |
| Admin fee / account holder | $41 | $6,537-99.4% | $9,741-99.6% | $7,775-99.5% |