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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 | $5,101 | $56,116-90.9% | $135,768-96.2% | $86,983-94.1% |
| Participation rate | 83.3% | 60.1%+23.2pp | 71.1%+12.3pp | 69.5%+13.8pp |
| Annual return | 21.94% | 125.33%-103.4pp | 526.10%-504.2pp | 25.83%-3.9pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,910 | $2,690-29.0% | $3,977-52.0% | $4,194-54.4% |
| Admin fee / account holder | $295 | $4,314-93.2% | $7,048-95.8% | $7,856-96.2% |