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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 | $1,267 | $36,948-96.6% | $73,658-98.3% | $87,485-98.6% |
| Participation rate | 84.0% | 46.8%+37.2pp | 57.0%+27.0pp | 68.9%+15.1pp |
| Annual return | 22.88% | 28.64%-5.8pp | 29.72%-6.8pp | 26.06%-3.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $343 | $1,379-75.1% | $2,062-83.4% | $4,274-92.0% |
| Admin fee / account holder | $8 | $2,531-99.7% | $3,357-99.8% | $7,775-99.9% |