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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 | $12,592 | $165,939-92.4% | $122,354-89.7% | $147,586-91.5% |
| Participation rate | 72.2% | 79.6%-7.4pp | 71.6%+0.6pp | 82.8%-10.6pp |
| Annual return | 14.88% | 34.56%-19.7pp | 30.28%-15.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,355 | $4,005-41.2% | $3,287-28.4% | $5,439-56.7% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |