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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 | $11,809 | $93,598-87.4% | $135,974-91.3% | $75,173-84.3% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.9%+3.1pp | 67.2%+17.8pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,496 | $6,405-14.2% | $7,760-29.2% | $4,126+33.2% |
| Admin fee / account holder | $6 | $6,978-99.9% | $10,767-99.9% | $5,651-99.9% |