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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 | $11,934 | $109,359-89.1% | $162,177-92.6% | $72,975-83.6% |
| Participation rate | 82.4% | 84.3%-1.9pp | 87.6%-5.2pp | 69.5%+12.9pp |
| Annual return | 36.70% | 25.46%+11.2pp | 115.60%-78.9pp | 81.01%-44.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,290 | $5,481-3.5% | $7,297-27.5% | $3,608+46.6% |
| Admin fee / account holder | $8 | $7,972-99.9% | $10,843-99.9% | $5,124-99.9% |