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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 | $26,859 | $152,612-82.4% | $125,192-78.5% | $152,897-82.4% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.5%-9.7pp |
| Annual return | 21.23% | 54.85%-33.6pp | 43.79%-22.6pp | 345.43%-324.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,856 | $5,868-51.3% | $4,937-42.2% | $5,851-51.2% |
| Admin fee / account holder | $252 | $13,437-98.1% | $9,704-97.4% | $11,599-97.8% |