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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 | $13,312 | $167,483-92.1% | $115,752-88.5% | $147,585-91.0% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 82.8%-5.9pp |
| Annual return | 0.00% | 12.11%-12.1pp | 19.41%-19.4pp | 578.57%-578.6pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,428 | $7,037+34.0% | $5,204+81.2% | $5,439+73.4% |
| Admin fee / account holder | $70 | $13,069-99.5% | $6,278-98.9% | $10,885-99.4% |