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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 | $5,094 | $167,030-97.0% | $135,768-96.2% | $155,188-96.7% |
| Participation rate | 72.7% | 76.2%-3.4pp | 71.1%+1.6pp | 80.8%-8.1pp |
| Annual return | 19.26% | 678.39%-659.1pp | 526.10%-506.8pp | 148.84%-129.6pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,084 | $4,528-76.1% | $3,977-72.7% | $6,531-83.4% |
| Admin fee / account holder | $33 | $8,172-99.6% | $7,048-99.5% | $14,480-99.8% |