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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 | $20,999 | $157,829-86.7% | $136,867-84.7% | $198,609-89.4% |
| Participation rate | 88.9% | 77.2%+11.7pp | 74.5%+14.3pp | 82.4%+6.5pp |
| Annual return | 17.99% | 51.25%-33.3pp | 42.97%-25.0pp | 202.70%-184.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,916 | $5,463-46.6% | $4,924-40.8% | $6,977-58.2% |
| Admin fee / account holder | $187 | $11,107-98.3% | $10,340-98.2% | $19,030-99.0% |