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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 | $6,646 | $289,211-97.7% | $260,467-97.4% | $198,609-96.7% |
| Participation rate | 75.0% | 83.1%-8.1pp | 80.5%-5.5pp | 82.4%-7.4pp |
| Annual return | 24.40% | 112.90%-88.5pp | 100.60%-76.2pp | 202.70%-178.3pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,836 | $6,812-43.7% | $6,319-39.3% | $6,977-45.0% |
| Admin fee / account holder | $27 | $16,236-99.8% | $15,461-99.8% | $19,030-99.9% |