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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 | $8,321 | $115,917-92.8% | $100,535-91.7% | $158,982-94.8% |
| Participation rate | 73.3% | 81.6%-8.3pp | 79.4%-6.1pp | 82.0%-8.6pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,826 | $6,677+2.2% | $6,271+8.8% | $5,983+14.1% |
| Admin fee / account holder | $160 | $11,002-98.6% | $8,085-98.0% | $11,252-98.6% |