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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 | $11,426 | $89,367-87.2% | $141,191-91.9% | $72,975-84.3% |
| Participation rate | 80.4% | 75.1%+5.3pp | 82.5%-2.0pp | 69.5%+10.9pp |
| Annual return | 202.10% | 111.87%+90.2pp | 71.41%+130.7pp | 81.01%+121.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,784 | $5,419-11.7% | $6,710-28.7% | $3,608+32.6% |
| Admin fee / account holder | $180 | $5,957-97.0% | $10,264-98.2% | $5,124-96.5% |