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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 | $5,145 | $127,296-96.0% | $109,907-95.3% | $167,536-96.9% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.2%+19.5pp | 82.1%+11.6pp |
| Annual return | 19.47% | 22.97%-3.5pp | 29.46%-10.0pp | 478.82%-459.3pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,004 | $4,513-77.8% | $4,047-75.2% | $6,342-84.2% |
| Admin fee / account holder | $245 | $7,119-96.6% | $6,069-96.0% | $12,315-98.0% |