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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 | $7,139 | $92,219-92.3% | $76,766-90.7% | $135,382-94.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 21.22% | 5.46%+15.8pp | 2.43%+18.8pp | 519.77%-498.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,350 | $4,508+173.9% | $3,851+220.6% | $5,609+120.2% |
| Admin fee / account holder | $1 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |