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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 | $10,791 | $77,449-86.1% | $69,483-84.5% | $152,909-92.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.39% | 39.09%-16.7pp | 28.99%-6.6pp | 345.46%-323.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,127 | $4,415-51.8% | $3,537-39.9% | $5,851-63.7% |
| Admin fee / account holder | $91 | $6,210-98.5% | $3,841-97.6% | $11,601-99.2% |