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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 | $12,956 | $53,841-75.9% | $75,731-82.9% | $85,851-84.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 14.56% | 24.54%-10.0pp | 104.65%-90.1pp | 318.63%-304.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $940 | $2,895-67.5% | $3,820-75.4% | $3,952-76.2% |
| Admin fee / account holder | $250 | $3,340-92.5% | $3,620-93.1% | $6,261-96.0% |