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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 | $43,496-94.2% | $161,489-98.4% | $64,340-96.1% |
| Participation rate | 76.9% | 53.5%+23.3pp | 78.7%-1.8pp | 55.2%+21.6pp |
| Annual return | 24.10% | 20.76%+3.3pp | 89.72%-65.6pp | 24.14%0pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,450 | $1,996-27.3% | $5,630-74.2% | $2,980-51.3% |
| Admin fee / account holder | $247 | $2,330-89.4% | $16,006-98.5% | $3,703-93.3% |