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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 | $37,156-96.6% | $83,854-98.5% | $86,983-98.5% |
| Participation rate | 84.0% | 49.1%+34.9pp | 59.1%+24.9pp | 69.5%+14.5pp |
| Annual return | 22.88% | 29.88%-7.0pp | 31.39%-8.5pp | 25.83%-2.9pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $343 | $1,418-75.8% | $2,035-83.1% | $4,194-91.8% |
| Admin fee / account holder | $8 | $2,510-99.7% | $3,197-99.7% | $7,856-99.9% |