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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 | $2,394 | $69,252-96.5% | $64,099-96.3% | $139,456-98.3% |
| Participation rate | 85.0% | 75.6%+9.4pp | 72.3%+12.7pp | 80.3%+4.7pp |
| Annual return | 24.19% | 45.89%-21.7pp | 33.70%-9.5pp | 373.45%-349.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,356 | $4,683-49.7% | $3,881-39.3% | $6,711-64.9% |
| Admin fee / account holder | $153 | $4,248-96.4% | $3,070-95.0% | $11,407-98.7% |