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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 | $1,053 | $76,407-98.6% | $150,298-99.3% | $82,448-98.7% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 22.40% | 39.99%-17.6pp | 62.79%-40.4pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $883 | $3,214-72.5% | $5,453-83.8% | $4,139-78.7% |
| Admin fee / account holder | $107 | $6,352-98.3% | $14,116-99.2% | $7,234-98.5% |