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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 | $5,227 | $109,411-95.2% | $89,435-94.2% | $158,982-96.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 17.76% | 345.68%-327.9pp | 245.55%-227.8pp | 302.99%-285.2pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,645 | $4,600-64.2% | $3,890-57.7% | $5,983-72.5% |
| Admin fee / account holder | $252 | $6,159-95.9% | $4,884-94.8% | $11,252-97.8% |