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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 | $5,902 | $85,171-93.1% | $172,753-96.6% | $72,976-91.9% |
| Participation rate | 77.0% | 70.1%+7.0pp | 82.6%-5.6pp | 69.5%+7.5pp |
| Annual return | 27.52% | 27.32%+0.2pp | 803.00%-775.5pp | 81.02%-53.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,533 | $3,260-22.3% | $5,198-51.3% | $3,608-29.8% |
| Admin fee / account holder | $160 | $5,880-97.3% | $13,956-98.9% | $5,124-96.9% |