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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 | $13,210 | $177,353-92.6% | $158,226-91.7% | $198,609-93.3% |
| Participation rate | 83.3% | 77.0%+6.3pp | 74.8%+8.5pp | 82.4%+1.0pp |
| Annual return | 16.86% | 599.50%-582.6pp | 501.41%-484.6pp | 202.70%-185.8pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,477 | $4,615-68.0% | $4,317-65.8% | $6,977-78.8% |
| Admin fee / account holder | $38 | $10,960-99.7% | $10,217-99.6% | $19,030-99.8% |