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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 | $4,458 | $103,387-95.7% | $87,102-94.9% | $152,885-97.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,217 | $4,778-32.7% | $4,048-20.5% | $5,851-45.0% |
| Admin fee / account holder | $1 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |