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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 | $3,778 | $58,828-93.6% | $78,002-95.2% | $62,881-94.0% |
| Participation rate | 87.5% | 71.1%+16.4pp | 75.5%+12.0pp | 69.3%+18.2pp |
| Annual return | 11.15% | 17.16%-6.0pp | 425.99%-414.8pp | 20.14%-9.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,323 | $2,686-50.7% | $3,497-62.2% | $3,203-58.7% |
| Admin fee / account holder | $27 | $4,393-99.4% | $5,481-99.5% | $4,296-99.4% |