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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 | $1,423 | $56,894-97.5% | $84,753-98.3% | $62,881-97.7% |
| Participation rate | 82.2% | 68.5%+13.7pp | 76.6%+5.6pp | 69.3%+12.9pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,258 | $2,709-53.6% | $3,712-66.1% | $3,203-60.7% |
| Admin fee / account holder | $1 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |