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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 | $6,015 | $125,778-95.2% | $114,563-94.7% | $154,746-96.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.9%+14.6pp | 80.7%+6.8pp |
| Annual return | 15.89% | 295.14%-279.2pp | 241.09%-225.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $820 | $4,445-81.5% | $4,142-80.2% | $6,730-87.8% |
| Admin fee / account holder | $64 | $8,190-99.2% | $7,623-99.2% | $14,365-99.6% |