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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 | $4,574 | $47,479-90.4% | $62,929-92.7% | $82,448-94.5% |
| Participation rate | 96.4% | 66.9%+29.6pp | 73.1%+23.3pp | 68.1%+28.4pp |
| Annual return | 19.34% | 20.34%-1.0pp | 1063.93%-1044.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,888 | $2,870-34.2% | $3,888-51.4% | $4,139-54.4% |
| Admin fee / account holder | $163 | $3,804-95.7% | $5,065-96.8% | $7,234-97.7% |