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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 | $4,973 | $97,125-94.9% | $86,233-94.2% | $137,256-96.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.90% | 74.19%-48.3pp | 61.39%-35.5pp | 220.34%-194.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,215 | $5,180-18.6% | $4,559-7.5% | $6,407-34.2% |
| Admin fee / account holder | $194 | $9,725-98.0% | $8,342-97.7% | $12,270-98.4% |