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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 | $2,888 | $183,516-98.4% | $155,534-98.1% | $145,884-98.0% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 21.05% | 61.43%-40.4pp | 64.92%-43.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,243 | $6,467-65.3% | $5,630-60.2% | $6,690-66.5% |
| Admin fee / account holder | $2 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |