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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 | $6,776 | $176,402-96.2% | $134,162-94.9% | $158,982-95.7% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.7pp |
| Annual return | 11.18% | 63.66%-52.5pp | 36.35%-25.2pp | 302.99%-291.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |