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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 | $16,436 | $89,370-81.6% | $141,197-88.4% | $72,976-77.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 80.36% | 111.88%-31.5pp | 71.41%+9.0pp | 81.02%-0.7pp |
| Employer contribution / active EE | $488 | $3,115-84.3% | $4,736-89.7% | $2,440-80.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $244 | $5,957-95.9% | $10,265-97.6% | $5,124-95.2% |