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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 | $17,110 | $95,975-82.2% | $74,549-77.0% | $135,379-87.4% |
| Participation rate | 94.1% | 75.7%+18.5pp | 69.1%+25.0pp | 82.6%+11.5pp |
| Annual return | 5.63% | 56.96%-51.3pp | 32.53%-26.9pp | 519.79%-514.2pp |
| Employer contribution / active EE | $294 | $2,716-89.2% | $1,961-85.0% | $4,779-93.8% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $248 | $6,522-96.2% | $5,059-95.1% | $10,828-97.7% |