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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 | $14,278 | $98,766-85.5% | $149,730-90.5% | $79,852-82.1% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 122.37% | 27.43%+94.9pp | 276.70%-154.3pp | 31.72%+90.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,853 | $5,681+38.2% | $6,843+14.8% | $3,740+110.0% |
| Admin fee / account holder | $163 | $6,052-97.3% | $9,310-98.2% | $5,306-96.9% |