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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 | $3,510 | $41,377-91.5% | $109,313-96.8% | $62,881-94.4% |
| Participation rate | 83.0% | 57.5%+25.5pp | 71.3%+11.8pp | 69.3%+13.7pp |
| Annual return | 7.58% | 11.05%-3.5pp | 22.07%-14.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,991 | $2,045-2.6% | $3,166-37.1% | $3,203-37.8% |
| Admin fee / account holder | $21 | $2,884-99.3% | $5,666-99.6% | $4,296-99.5% |