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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 | $63,005 | $251,607-75.0% | $216,606-70.9% | $483,350-87.0% |
| Participation rate | 100.0% | 89.3%+10.7pp | 84.0%+16.0pp | 89.0%+11.0pp |
| Annual return | 17.47% | -9.82%+27.3pp | -8.70%+26.2pp | 533.38%-515.9pp |
| Employer contribution / active EE | $4,286 | $12,319-65.2% | $9,454-54.7% | $9,034-52.6% |
| Participant deferral / active EE | $0 | $10,656-100.0% | $7,730-100.0% | $6,196-100.0% |
| Admin fee / account holder | $0 | $4,029-100.0% | $4,072-100.0% | $41,445-100.0% |