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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 | $24,897 | $107,421-76.8% | $182,262-86.3% | $94,015-73.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 84.2%-4.2pp | 70.8%+9.2pp |
| Annual return | 25.85% | 21.32%+4.5pp | 140.60%-114.7pp | 17.84%+8.0pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,260 | $6,558-19.8% | $8,276-36.4% | $4,249+23.8% |
| Admin fee / account holder | $153 | $8,692-98.2% | $16,712-99.1% | $8,951-98.3% |