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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 | $6,233 | $208,088-97.0% | $186,193-96.7% | $154,746-96.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.79% | 89.97%-70.2pp | 78.03%-58.2pp | 172.34%-152.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,651 | $7,078-62.5% | $6,513-59.3% | $6,730-60.6% |
| Admin fee / account holder | $200 | $11,698-98.3% | $11,058-98.2% | $14,365-98.6% |