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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 | $2,533 | $43,749-94.2% | $158,223-98.4% | $65,306-96.1% |
| Participation rate | 76.9% | 56.9%+20.0pp | 79.2%-2.3pp | 57.7%+19.2pp |
| Annual return | 24.10% | 19.41%+4.7pp | 52.09%-28.0pp | 21.94%+2.2pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,450 | $2,019-28.2% | $5,467-73.5% | $2,959-51.0% |
| Admin fee / account holder | $247 | $1,930-87.2% | $16,047-98.5% | $3,480-92.9% |