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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 | $13,980 | $89,364-84.4% | $141,177-90.1% | $72,983-80.8% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+1.9pp | 69.5%+14.9pp |
| Annual return | 39.71% | 111.86%-72.2pp | 71.40%-31.7pp | 81.01%-41.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,083 | $5,419+86.1% | $6,710+50.3% | $3,608+179.5% |
| Admin fee / account holder | $83 | $5,959-98.6% | $10,263-99.2% | $5,124-98.4% |