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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 | $4,170 | $78,690-94.7% | $161,489-97.4% | $87,485-95.2% |
| Participation rate | 96.2% | 67.5%+28.7pp | 78.7%+17.5pp | 68.9%+27.2pp |
| Annual return | 24.35% | 32.74%-8.4pp | 89.72%-65.4pp | 26.06%-1.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,667 | $3,311-49.6% | $5,630-70.4% | $4,274-61.0% |
| Admin fee / account holder | $226 | $6,724-96.6% | $16,006-98.6% | $7,775-97.1% |