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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 | $9,023 | $109,411-91.8% | $89,435-89.9% | $158,982-94.3% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 26.43% | 345.68%-319.3pp | 245.55%-219.1pp | 302.99%-276.6pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,578 | $4,600-22.2% | $3,890-8.0% | $5,983-40.2% |
| Admin fee / account holder | $112 | $6,159-98.2% | $4,884-97.7% | $11,252-99.0% |