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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 | $11,549 | $77,145-85.0% | $108,410-89.3% | $85,856-86.5% |
| Participation rate | 88.0% | 74.7%+13.3pp | 80.1%+7.9pp | 69.3%+18.7pp |
| Annual return | 21.97% | 44.54%-22.6pp | 905.34%-883.4pp | 318.58%-296.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,990 | $5,566+7.6% | $6,562-8.7% | $3,952+51.6% |
| Admin fee / account holder | $245 | $5,172-95.3% | $7,296-96.6% | $6,261-96.1% |