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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 | $7,733 | $118,869-93.5% | $96,575-92.0% | $167,518-95.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 8.35% | 50.49%-42.1pp | 37.79%-29.4pp | 478.71%-470.4pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,437 | $4,616-68.9% | $3,849-62.7% | $6,342-77.3% |
| Admin fee / account holder | $3 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |