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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 | $4,108 | $57,312-92.8% | $86,617-95.3% | $75,181-94.5% |
| Participation rate | 74.4% | 63.2%+11.2pp | 71.7%+2.7pp | 67.2%+7.2pp |
| Annual return | 17.95% | 2672.78%-2654.8pp | 591.91%-574.0pp | 160.69%-142.7pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,070 | $3,319-67.8% | $4,437-75.9% | $4,126-74.1% |
| Admin fee / account holder | $213 | $4,114-94.8% | $5,613-96.2% | $5,650-96.2% |