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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 | $8,927 | $112,933-92.1% | $90,970-90.2% | $158,982-94.4% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 15.32% | 215.82%-200.5pp | 134.60%-119.3pp | 302.99%-287.7pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,359 | $4,128-67.1% | $3,373-59.7% | $5,983-77.3% |
| Admin fee / account holder | $36 | $8,047-99.6% | $5,961-99.4% | $11,252-99.7% |