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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 | $76,834-92.5% | $108,359-94.7% | $87,485-93.4% |
| Participation rate | 77.1% | 61.7%+15.4pp | 70.1%+7.0pp | 68.9%+8.2pp |
| Annual return | 24.16% | 19.09%+5.1pp | 36.89%-12.7pp | 26.06%-1.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,021 | $3,100-34.8% | $4,137-51.1% | $4,274-52.7% |
| Admin fee / account holder | $15 | $6,537-99.8% | $9,741-99.8% | $7,775-99.8% |