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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 | $12,223 | $112,112-89.1% | $95,956-87.3% | $158,950-92.3% |
| Participation rate | 72.7% | 79.0%-6.3pp | 77.1%-4.4pp | 82.0%-9.2pp |
| Annual return | 17.39% | 171.15%-153.8pp | 91.63%-74.2pp | 302.91%-285.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,990 | $4,784-58.4% | $4,167-52.2% | $5,983-66.7% |
| Admin fee / account holder | $181 | $10,134-98.2% | $6,797-97.3% | $11,248-98.4% |