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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 | $14,281 | $68,398-79.1% | $94,664-84.9% | $75,173-81.0% |
| Participation rate | 92.7% | 76.1%+16.6pp | 80.8%+11.9pp | 67.2%+25.5pp |
| Annual return | 168.06% | 616.72%-448.7pp | 156.84%+11.2pp | 160.72%+7.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,939 | $6,537-9.1% | $7,417-19.9% | $4,126+43.9% |
| Admin fee / account holder | $108 | $5,324-98.0% | $7,222-98.5% | $5,651-98.1% |