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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 | $7,006 | $103,008-93.2% | $90,304-92.2% | $152,897-95.4% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 33.13% | 95.22%-62.1pp | 78.13%-45.0pp | 345.43%-312.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,142 | $4,281-3.3% | $3,885+6.6% | $5,851-29.2% |
| Admin fee / account holder | $46 | $6,175-99.3% | $5,354-99.2% | $11,599-99.6% |