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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 | $3,800 | $97,125-96.1% | $86,233-95.6% | $137,256-97.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 16.38% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $870 | $5,180-83.2% | $4,559-80.9% | $6,407-86.4% |
| Admin fee / account holder | $139 | $9,725-98.6% | $8,342-98.3% | $12,270-98.9% |