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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 | $4,002 | $78,690-94.9% | $161,489-97.5% | $87,485-95.4% |
| Participation rate | 88.2% | 67.5%+20.8pp | 78.7%+9.5pp | 68.9%+19.3pp |
| Annual return | 21.12% | 32.74%-11.6pp | 89.72%-68.6pp | 26.06%-4.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,661 | $3,311-49.8% | $5,630-70.5% | $4,274-61.1% |
| Admin fee / account holder | $71 | $6,724-98.9% | $16,006-99.6% | $7,775-99.1% |