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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 | $7,593 | $77,416-90.2% | $69,464-89.1% | $152,897-95.0% |
| Participation rate | 87.0% | 78.1%+8.9pp | 74.6%+12.4pp | 82.5%+4.5pp |
| Annual return | 71.18% | 39.08%+32.1pp | 28.98%+42.2pp | 345.43%-274.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,829 | $4,413+54.7% | $3,536+93.1% | $5,851+16.7% |
| Admin fee / account holder | $10 | $6,208-99.8% | $3,840-99.7% | $11,599-99.9% |