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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 | $5,550 | $133,998-95.9% | $112,263-95.1% | $134,545-95.9% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | 2.82% | 47.17%-44.4pp | 27.49%-24.7pp | 418.37%-415.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $57 | $7,493-99.2% | $6,410-99.1% | $11,431-99.5% |