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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 | $1,176 | $36,948-96.8% | $73,658-98.4% | $87,485-98.7% |
| Participation rate | 75.0% | 46.8%+28.2pp | 57.0%+18.0pp | 68.9%+6.1pp |
| Annual return | 25.20% | 28.64%-3.4pp | 29.72%-4.5pp | 26.06%-0.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $752 | $1,379-45.4% | $2,062-63.5% | $4,274-82.4% |
| Admin fee / account holder | $29 | $2,531-98.8% | $3,357-99.1% | $7,775-99.6% |