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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 | $13,371 | $89,367-85.0% | $141,191-90.5% | $72,975-81.7% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 44.51% | 111.87%-67.4pp | 71.41%-26.9pp | 81.01%-36.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,884 | $5,419-28.3% | $6,710-42.1% | $3,608+7.7% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |