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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 | $6,964 | $78,690-91.2% | $161,489-95.7% | $87,485-92.0% |
| Participation rate | 78.8% | 67.5%+11.3pp | 78.7%+0.1pp | 68.9%+9.9pp |
| Annual return | 12.94% | 32.74%-19.8pp | 89.72%-76.8pp | 26.06%-13.1pp |
| Employer contribution / active EE | $35 | $2,588-98.7% | $4,268-99.2% | $2,596-98.7% |
| Participant deferral / active EE | $1,347 | $3,311-59.3% | $5,630-76.1% | $4,274-68.5% |
| Admin fee / account holder | $209 | $6,724-96.9% | $16,006-98.7% | $7,775-97.3% |