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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 | $15,122 | $85,766-82.4% | $136,298-88.9% | $70,126-78.4% |
| Participation rate | 74.2% | 74.2%0pp | 81.9%-7.7pp | 69.5%+4.7pp |
| Annual return | 28.78% | 31.46%-2.7pp | 5156.27%-5127.5pp | 73.15%-44.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,428 | $5,051-12.3% | $6,247-29.1% | $3,332+32.9% |
| Admin fee / account holder | $206 | $5,421-96.2% | $9,244-97.8% | $4,645-95.6% |