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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 | $1,585 | $111,787-98.6% | $93,681-98.3% | $145,978-98.9% |
| Participation rate | 73.9% | 74.2%-0.3pp | 68.7%+5.2pp | 80.3%-6.4pp |
| Annual return | 13.89% | 203.52%-189.6pp | 133.47%-119.6pp | 550.52%-536.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,188 | $4,918-75.8% | $4,415-73.1% | $6,690-82.2% |
| Admin fee / account holder | $160 | $10,256-98.4% | $8,290-98.1% | $13,400-98.8% |