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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 | $7,009 | $77,638-91.0% | $156,551-95.5% | $62,881-88.9% |
| Participation rate | 75.8% | 71.2%+4.6pp | 84.0%-8.3pp | 69.3%+6.5pp |
| Annual return | 9.89% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,652 | $3,046-45.7% | $4,871-66.1% | $3,203-48.4% |
| Admin fee / account holder | $137 | $5,561-97.5% | $13,028-98.9% | $4,296-96.8% |