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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 | $6,756 | $77,419-91.3% | $69,461-90.3% | $152,885-95.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.5%+5.0pp |
| Annual return | 31.99% | 39.07%-7.1pp | 28.97%+3.0pp | 345.39%-313.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,349 | $4,414-24.1% | $3,536-5.3% | $5,851-42.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |