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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 | $6,775 | $61,755-89.0% | $97,161-93.0% | $80,911-91.6% |
| Participation rate | 71.4% | 63.5%+7.9pp | 72.7%-1.3pp | 67.6%+3.8pp |
| Annual return | 27.51% | -557.90%+585.4pp | 75.36%-47.9pp | 35.63%-8.1pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,587 | $3,026-14.5% | $4,265-39.3% | $4,297-39.8% |
| Admin fee / account holder | $110 | $5,166-97.9% | $5,647-98.1% | $6,935-98.4% |