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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 | $17,758 | $109,359-83.8% | $162,177-89.1% | $72,975-75.7% |
| Participation rate | 96.1% | 84.3%+11.8pp | 87.6%+8.5pp | 69.5%+26.6pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.60%-115.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $959 | $3,907-75.4% | $5,613-82.9% | $2,440-60.7% |
| Participant deferral / active EE | $6,406 | $5,481+16.9% | $7,297-12.2% | $3,608+77.6% |
| Admin fee / account holder | $79 | $7,972-99.0% | $10,843-99.3% | $5,124-98.5% |