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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 | $78,690-98.5% | $161,489-99.2% | $87,485-98.6% |
| Participation rate | 73.8% | 67.5%+6.3pp | 78.7%-4.9pp | 68.9%+4.8pp |
| Annual return | 33.72% | 32.74%+1.0pp | 89.72%-56.0pp | 26.06%+7.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,008 | $3,311-69.6% | $5,630-82.1% | $4,274-76.4% |
| Admin fee / account holder | $89 | $6,724-98.7% | $16,006-99.4% | $7,775-98.9% |