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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 | $4,084 | $97,125-95.8% | $86,233-95.3% | $137,256-97.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 46.32% | 74.19%-27.9pp | 61.39%-15.1pp | 220.34%-174.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,241 | $5,180-56.7% | $4,559-50.8% | $6,407-65.0% |
| Admin fee / account holder | $88 | $9,725-99.1% | $8,342-98.9% | $12,270-99.3% |