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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 | $5,773 | $48,053-88.0% | $84,628-93.2% | $72,975-92.1% |
| Participation rate | 89.3% | 57.6%+31.7pp | 68.2%+21.0pp | 69.5%+19.8pp |
| Annual return | 220.97% | 37.39%+183.6pp | 258.80%-37.8pp | 81.01%+140.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,317 | $2,681+98.4% | $3,900+36.3% | $3,608+47.4% |
| Admin fee / account holder | $116 | $3,395-96.6% | $4,914-97.6% | $5,124-97.7% |