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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 | $5,387 | $58,851-90.8% | $115,170-95.3% | $72,983-92.6% |
| Participation rate | 73.4% | 65.5%+7.9pp | 75.9%-2.5pp | 69.5%+4.0pp |
| Annual return | 91.29% | 23.16%+68.1pp | 35.60%+55.7pp | 81.01%+10.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,485 | $2,643+31.9% | $4,169-16.4% | $3,608-3.4% |
| Admin fee / account holder | $33 | $6,370-99.5% | $7,089-99.5% | $5,124-99.4% |