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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 | $11,642 | $49,791-76.6% | $78,210-85.1% | $70,126-83.4% |
| Participation rate | 96.2% | 62.3%+33.9pp | 68.7%+27.5pp | 69.5%+26.7pp |
| Annual return | 161.96% | 20.75%+141.2pp | 40.90%+121.1pp | 73.15%+88.8pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,700 | $2,150+118.6% | $2,823+66.5% | $3,332+41.1% |
| Admin fee / account holder | $84 | $3,181-97.3% | $3,758-97.8% | $4,645-98.2% |