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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 | $7,560 | $165,912-95.4% | $122,342-93.8% | $147,585-94.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.28%-30.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,538 | $4,005+38.3% | $3,287+68.5% | $5,439+1.8% |
| Admin fee / account holder | $20 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |