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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 | $9,227 | $112,131-91.8% | $95,964-90.4% | $158,982-94.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 15.59% | 171.19%-155.6pp | 91.64%-76.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,654 | $4,784-65.4% | $4,167-60.3% | $5,983-72.4% |
| Admin fee / account holder | $216 | $10,136-97.9% | $6,797-96.8% | $11,252-98.1% |