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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 | $2,317 | $36,948-93.7% | $73,658-96.9% | $87,485-97.4% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 23.46% | 28.64%-5.2pp | 29.72%-6.3pp | 26.06%-2.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $935 | $1,379-32.2% | $2,062-54.7% | $4,274-78.1% |
| Admin fee / account holder | $9 | $2,531-99.6% | $3,357-99.7% | $7,775-99.9% |