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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 | $48,118-95.2% | $136,833-98.3% | $94,015-97.5% |
| Participation rate | 100.0% | 47.4%+52.6pp | 59.0%+41.0pp | 70.8%+29.2pp |
| Annual return | 23.46% | 14.65%+8.8pp | 35.32%-11.9pp | 17.84%+5.6pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $935 | $1,651-43.4% | $2,441-61.7% | $4,249-78.0% |
| Admin fee / account holder | $9 | $3,059-99.7% | $4,706-99.8% | $8,951-99.9% |