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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 | $2,879 | $111,830-97.4% | $93,696-96.9% | $145,884-98.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 10.51% | 204.08%-193.6pp | 133.74%-123.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,435 | $4,920-70.8% | $4,417-67.5% | $6,690-78.6% |
| Admin fee / account holder | $255 | $10,249-97.5% | $8,287-96.9% | $13,392-98.1% |