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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 | $2,002 | $78,690-97.5% | $161,489-98.8% | $87,485-97.7% |
| Participation rate | 78.6% | 67.5%+11.1pp | 78.7%-0.1pp | 68.9%+9.6pp |
| Annual return | 24.94% | 32.74%-7.8pp | 89.72%-64.8pp | 26.06%-1.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $980 | $3,311-70.4% | $5,630-82.6% | $4,274-77.1% |
| Admin fee / account holder | $13 | $6,724-99.8% | $16,006-99.9% | $7,775-99.8% |