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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 | $6,268 | $51,708-87.9% | $106,619-94.1% | $62,881-90.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 8.56% | 4.69%+3.9pp | 9.42%-0.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,703 | $2,315-26.5% | $3,930-56.7% | $3,203-46.8% |
| Admin fee / account holder | $122 | $3,349-96.4% | $6,418-98.1% | $4,296-97.2% |