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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 | $3,677 | $49,891-92.6% | $80,607-95.4% | $75,181-95.1% |
| Participation rate | 75.0% | 55.3%+19.7pp | 67.0%+8.0pp | 67.2%+7.8pp |
| Annual return | 22.79% | 34.67%-11.9pp | 936.11%-913.3pp | 160.69%-137.9pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,417 | $2,991-52.6% | $4,448-68.1% | $4,126-65.7% |
| Admin fee / account holder | $174 | $3,578-95.1% | $5,379-96.8% | $5,650-96.9% |