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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 | $16,455 | $98,776-83.3% | $149,745-89.0% | $79,856-79.4% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 42.90% | 27.38%+15.5pp | 276.72%-233.8pp | 31.71%+11.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,568 | $5,681-2.0% | $6,843-18.6% | $3,741+48.9% |
| Admin fee / account holder | $223 | $6,053-96.3% | $9,312-97.6% | $5,306-95.8% |