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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 | $19,935 | $112,300-82.2% | $90,223-77.9% | $125,389-84.1% |
| Participation rate | 75.0% | 82.9%-7.9pp | 79.0%-4.0pp | 83.2%-8.2pp |
| Annual return | -0.73% | -0.57%-0.2pp | 1.31%-2.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,888 | $6,733+46.9% | $5,792+70.7% | $5,352+84.8% |
| Admin fee / account holder | $50 | $10,990-99.5% | $7,406-99.3% | $9,541-99.5% |