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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 | $4,275 | $162,529-97.4% | $130,788-96.7% | $154,746-97.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.42% | 510.48%-493.1pp | 386.44%-369.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,264 | $4,808-52.9% | $4,137-45.3% | $6,730-66.4% |
| Admin fee / account holder | $179 | $7,669-97.7% | $6,673-97.3% | $14,365-98.8% |