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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 | $8,180 | $115,814-92.9% | $101,275-91.9% | $158,982-94.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 22.12% | 56.16%-34.0pp | 46.48%-24.4pp | 302.99%-280.9pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,382 | $4,958-52.0% | $4,371-45.5% | $5,983-60.2% |
| Admin fee / account holder | $186 | $7,249-97.4% | $5,948-96.9% | $11,252-98.3% |