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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 | $81,704 | $293,345-72.1% | $246,988-66.9% | $461,066-82.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 81.0%+19.0pp | 87.7%+12.3pp |
| Annual return | 73.70% | -3.12%+76.8pp | -2.27%+76.0pp | 484.84%-411.1pp |
| Employer contribution / active EE | $889 | $6,154-85.6% | $5,427-83.6% | $9,163-90.3% |
| Participant deferral / active EE | $0 | $4,460-100.0% | $4,120-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $33,516-100.0% | $28,383-100.0% | $28,147-100.0% |