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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 | $6,297 | $140,578-95.5% | $100,671-93.7% | $125,389-95.0% |
| Participation rate | 81.0% | 80.4%+0.6pp | 70.7%+10.2pp | 83.2%-2.2pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,780 | $3,981-30.2% | $3,144-11.6% | $5,352-48.1% |
| Admin fee / account holder | $20 | $6,716-99.7% | $4,850-99.6% | $9,541-99.8% |