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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 | $287,738-78.1% | $246,255-74.4% | $428,746-85.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 80.9%+19.1pp | 88.2%+11.8pp |
| Annual return | 17.47% | -7.23%+24.7pp | -5.83%+23.3pp | 331.92%-314.4pp |
| Employer contribution / active EE | $4,286 | $7,112-39.7% | $6,099-29.7% | $8,363-48.8% |
| Participant deferral / active EE | $0 | $5,982-100.0% | $5,313-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $12,870-100.0% | $11,945-100.0% | $31,735-100.0% |