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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 | $17,138 | $58,828-70.9% | $78,002-78.0% | $62,881-72.7% |
| Participation rate | 72.3% | 71.1%+1.3pp | 75.5%-3.2pp | 69.3%+3.0pp |
| Annual return | 6.64% | 17.16%-10.5pp | 425.99%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,292 | $2,686-51.9% | $3,497-63.0% | $3,203-59.7% |
| Admin fee / account holder | $197 | $4,393-95.5% | $5,481-96.4% | $4,296-95.4% |