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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 | $13,792 | $63,355-78.2% | $91,994-85.0% | $72,983-81.1% |
| Participation rate | 85.0% | 72.5%+12.5pp | 78.6%+6.4pp | 69.5%+15.5pp |
| Annual return | 165.31% | 35.35%+130.0pp | 69.03%+96.3pp | 81.01%+84.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,889 | $4,883+20.6% | $5,923-0.6% | $3,608+63.3% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |