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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 | $13,645 | $157,829-91.4% | $136,867-90.0% | $198,609-93.1% |
| Participation rate | 70.0% | 77.2%-7.2pp | 74.5%-4.5pp | 82.4%-12.4pp |
| Annual return | 21.27% | 51.25%-30.0pp | 42.97%-21.7pp | 202.70%-181.4pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,596 | $5,463-34.2% | $4,924-27.0% | $6,977-48.5% |
| Admin fee / account holder | $24 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |