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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 | $21,072 | $156,616-86.5% | $133,346-84.2% | $198,609-89.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 10.79% | 44.25%-33.5pp | 36.85%-26.1pp | 202.70%-191.9pp |
| Employer contribution / active EE | $455 | $3,368-86.5% | $2,853-84.1% | $5,055-91.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $293 | $17,468-98.3% | $14,264-97.9% | $19,030-98.5% |