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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 | $1,716 | $112,729-98.5% | $98,716-98.3% | $137,256-98.8% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.3%+4.0pp | 80.0%-6.6pp |
| Annual return | 24.45% | 38.48%-14.0pp | 31.81%-7.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,383 | $4,640-70.2% | $4,048-65.8% | $6,407-78.4% |
| Admin fee / account holder | $240 | $10,129-97.6% | $8,703-97.2% | $12,270-98.0% |