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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 | $6,410 | $114,013-94.4% | $103,693-93.8% | $155,188-95.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.2pp | 80.8%-9.4pp |
| Annual return | 11.05% | 49.31%-38.3pp | 47.61%-36.6pp | 148.84%-137.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,083 | $4,970-78.2% | $4,579-76.3% | $6,531-83.4% |
| Admin fee / account holder | $267 | $8,407-96.8% | $7,858-96.6% | $14,480-98.2% |