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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 | $2,073 | $64,920-96.8% | $103,693-98.0% | $86,983-97.6% |
| Participation rate | 94.1% | 63.6%+30.5pp | 72.6%+21.5pp | 69.5%+24.6pp |
| Annual return | 22.16% | 30.29%-8.1pp | 47.61%-25.5pp | 25.83%-3.7pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $937 | $3,241-71.1% | $4,579-79.5% | $4,194-77.6% |
| Admin fee / account holder | $30 | $6,191-99.5% | $7,858-99.6% | $7,856-99.6% |