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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 | $5,776 | $77,574-92.6% | $108,753-94.7% | $86,983-93.4% |
| Participation rate | 77.1% | 62.3%+14.8pp | 71.1%+6.1pp | 69.5%+7.6pp |
| Annual return | 24.16% | 18.42%+5.7pp | 37.47%-13.3pp | 25.83%-1.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,021 | $3,128-35.4% | $4,115-50.9% | $4,194-51.8% |
| Admin fee / account holder | $15 | $6,529-99.8% | $10,320-99.9% | $7,856-99.8% |