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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 | $1,211 | $76,407-98.4% | $150,298-99.2% | $82,448-98.5% |
| Participation rate | 73.8% | 66.4%+7.4pp | 77.8%-4.0pp | 68.1%+5.7pp |
| Annual return | 33.72% | 39.99%-6.3pp | 62.79%-29.1pp | 41.64%-7.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,008 | $3,214-68.6% | $5,453-81.5% | $4,139-75.6% |
| Admin fee / account holder | $89 | $6,352-98.6% | $14,116-99.4% | $7,234-98.8% |