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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 | $11,536 | $110,083-89.5% | $151,628-92.4% | $68,495-83.2% |
| Participation rate | 82.4% | 84.0%-1.6pp | 87.5%-5.1pp | 67.9%+14.5pp |
| Annual return | 64.49% | -10.12%+74.6pp | 3.34%+61.2pp | -7.84%+72.3pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,927 | $6,526+6.1% | $8,363-17.2% | $4,028+72.0% |
| Admin fee / account holder | $73 | $7,718-99.1% | $11,613-99.4% | $5,403-98.7% |