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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 | $124,980-90.1% | $108,359-88.6% | $154,746-92.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 13.54% | 45.00%-31.5pp | 36.89%-23.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,906 | $4,743-38.7% | $4,137-29.8% | $6,730-56.8% |
| Admin fee / account holder | $175 | $11,502-98.5% | $9,741-98.2% | $14,365-98.8% |