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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 | $6,347 | $117,904-94.6% | $102,457-93.8% | $145,978-95.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 16.17% | 31.80%-15.6pp | 29.41%-13.2pp | 550.52%-534.3pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,195 | $5,733-61.7% | $5,054-56.6% | $6,690-67.2% |
| Admin fee / account holder | $30 | $13,329-99.8% | $9,451-99.7% | $13,400-99.8% |