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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 | $19,570 | $105,200-81.4% | $159,474-87.7% | $85,847-77.2% |
| Participation rate | 76.4% | 75.8%+0.6pp | 82.8%-6.5pp | 69.3%+7.0pp |
| Annual return | 122.75% | 45.08%+77.7pp | 263.68%-140.9pp | 318.61%-195.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,803 | $5,946-36.0% | $7,353-48.3% | $3,952-3.8% |
| Admin fee / account holder | $124 | $6,934-98.2% | $10,802-98.9% | $6,261-98.0% |