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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 | $12,312 | $156,616-92.1% | $133,346-90.8% | $198,609-93.8% |
| Participation rate | 90.9% | 77.7%+13.2pp | 72.8%+18.1pp | 82.4%+8.5pp |
| Annual return | 13.54% | 44.25%-30.7pp | 36.85%-23.3pp | 202.70%-189.2pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,906 | $4,920-40.9% | $4,332-32.9% | $6,977-58.3% |
| Admin fee / account holder | $175 | $17,468-99.0% | $14,264-98.8% | $19,030-99.1% |