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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 | $77,814-98.4% | $158,223-99.2% | $86,983-98.6% |
| Participation rate | 73.8% | 68.4%+5.4pp | 79.2%-5.4pp | 69.5%+4.2pp |
| Annual return | 33.72% | 30.54%+3.2pp | 52.09%-18.4pp | 25.83%+7.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,008 | $3,270-69.2% | $5,467-81.6% | $4,194-76.0% |
| Admin fee / account holder | $89 | $5,879-98.5% | $16,047-99.4% | $7,856-98.9% |