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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 | $14,232 | $71,873-80.2% | $86,698-83.6% | $68,490-79.2% |
| Participation rate | 92.6% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | 637.37% | 3.54%+633.8pp | 35.96%+601.4pp | -7.85%+645.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,392 | $3,779+69.1% | $4,656+37.3% | $4,028+58.7% |
| Admin fee / account holder | $68 | $6,110-98.9% | $7,492-99.1% | $5,403-98.7% |