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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 | $9,037 | $84,236-89.3% | $170,435-94.7% | $70,126-87.1% |
| Participation rate | 91.8% | 70.8%+21.0pp | 83.6%+8.2pp | 69.5%+22.3pp |
| Annual return | 17.38% | 23.06%-5.7pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,656 | $3,086-46.3% | $4,939-66.5% | $3,332-50.3% |
| Admin fee / account holder | $179 | $5,698-96.9% | $13,881-98.7% | $4,645-96.1% |