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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 | $9,224 | $77,908-88.2% | $149,696-93.8% | $75,173-87.7% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 22.13% | 31.73%-9.6pp | 134.46%-112.3pp | 160.72%-138.6pp |
| Employer contribution / active EE | $238 | $3,138-92.4% | $4,821-95.1% | $2,671-91.1% |
| Participant deferral / active EE | $1,133 | $3,411-66.8% | $5,682-80.1% | $4,126-72.6% |
| Admin fee / account holder | $16 | $5,950-99.7% | $13,212-99.9% | $5,651-99.7% |