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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 | $5,079 | $89,259-94.3% | $107,187-95.3% | $82,637-93.9% |
| Participation rate | 76.6% | 67.9%+8.7pp | 75.0%+1.6pp | 68.1%+8.5pp |
| Annual return | 19.97% | 21.02%-1.1pp | 204.55%-184.6pp | 53.51%-33.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,714 | $4,037-57.5% | $5,096-66.4% | $4,126-58.5% |
| Admin fee / account holder | $194 | $7,381-97.4% | $9,162-97.9% | $7,339-97.4% |