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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 | $2,921 | $110,278-97.4% | $95,740-96.9% | $139,466-97.9% |
| Participation rate | 88.9% | 75.7%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.41%-28.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,596 | $4,674-44.5% | $4,244-38.8% | $6,712-61.3% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |