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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 | $3,382 | $208,088-98.4% | $186,193-98.2% | $154,746-97.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 22.49% | 89.97%-67.5pp | 78.03%-55.5pp | 172.34%-149.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,791 | $7,078-74.7% | $6,513-72.5% | $6,730-73.4% |
| Admin fee / account holder | $101 | $11,698-99.1% | $11,058-99.1% | $14,365-99.3% |