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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 | $2,150 | $36,948-94.2% | $73,658-97.1% | $87,485-97.5% |
| Participation rate | 86.7% | 46.8%+39.8pp | 57.0%+29.6pp | 68.9%+17.7pp |
| Annual return | 21.49% | 28.64%-7.1pp | 29.72%-8.2pp | 26.06%-4.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,435 | $1,379+4.1% | $2,062-30.4% | $4,274-66.4% |
| Admin fee / account holder | $165 | $2,531-93.5% | $3,357-95.1% | $7,775-97.9% |