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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 | $14,823 | $89,364-83.4% | $141,177-89.5% | $72,983-79.7% |
| Participation rate | 89.3% | 75.1%+14.2pp | 82.5%+6.8pp | 69.5%+19.8pp |
| Annual return | 29.36% | 111.86%-82.5pp | 71.40%-42.0pp | 81.01%-51.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,127 | $5,419-42.3% | $6,710-53.4% | $3,608-13.3% |
| Admin fee / account holder | $91 | $5,959-98.5% | $10,263-99.1% | $5,124-98.2% |