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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 | $9,044 | $59,116-84.7% | $86,438-89.5% | $68,486-86.8% |
| Participation rate | 75.8% | 75.2%+0.5pp | 80.3%-4.6pp | 67.9%+7.9pp |
| Annual return | 48.76% | -0.23%+49.0pp | 4397.19%-4348.4pp | -7.85%+56.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,911 | $5,902-16.8% | $6,952-29.4% | $4,028+21.9% |
| Admin fee / account holder | $157 | $5,639-97.2% | $6,733-97.7% | $5,404-97.1% |