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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 | $4,055 | $103,000-96.1% | $90,300-95.5% | $152,885-97.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 28.18% | 95.19%-67.0pp | 78.11%-49.9pp | 345.39%-317.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,782 | $4,281-58.4% | $3,884-54.1% | $5,851-69.5% |
| Admin fee / account holder | $20 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |