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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 | $8,917 | $85,171-89.5% | $172,753-94.8% | $72,976-87.8% |
| Participation rate | 71.0% | 70.1%+0.9pp | 82.6%-11.7pp | 69.5%+1.5pp |
| Annual return | 32.37% | 27.32%+5.0pp | 803.00%-770.6pp | 81.02%-48.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,862 | $3,260-12.2% | $5,198-44.9% | $3,608-20.7% |
| Admin fee / account holder | $278 | $5,880-95.3% | $13,956-98.0% | $5,124-94.6% |