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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 | $4,901 | $142,430-96.6% | $115,170-95.7% | $152,897-96.8% |
| Participation rate | 90.9% | 82.4%+8.5pp | 75.9%+15.0pp | 82.5%+8.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,217 | $5,165+1.0% | $4,169+25.1% | $5,851-10.8% |
| Admin fee / account holder | $110 | $8,464-98.7% | $7,089-98.5% | $11,599-99.1% |