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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 | $9,877 | $105,200-90.6% | $159,474-93.8% | $85,847-88.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 21.37% | 45.08%-23.7pp | 263.68%-242.3pp | 318.61%-297.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,299 | $5,946-27.7% | $7,353-41.5% | $3,952+8.8% |
| Admin fee / account holder | $141 | $6,934-98.0% | $10,802-98.7% | $6,261-97.8% |