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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 | $12,186 | $77,472-84.3% | $100,392-87.9% | $80,935-84.9% |
| Participation rate | 93.8% | 76.9%+16.8pp | 81.5%+12.2pp | 67.7%+26.1pp |
| Annual return | 21.70% | 37.26%-15.6pp | 49.45%-27.7pp | 35.66%-14.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,678 | $6,818-31.4% | $8,090-42.2% | $4,299+8.8% |
| Admin fee / account holder | $141 | $5,885-97.6% | $7,904-98.2% | $6,924-98.0% |