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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 | $6,910 | $156,616-95.6% | $133,346-94.8% | $198,609-96.5% |
| Participation rate | 75.0% | 77.7%-2.7pp | 72.8%+2.2pp | 82.4%-7.4pp |
| Annual return | 15.85% | 44.25%-28.4pp | 36.85%-21.0pp | 202.70%-186.8pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,757 | $4,920-64.3% | $4,332-59.4% | $6,977-74.8% |
| Admin fee / account holder | $130 | $17,468-99.3% | $14,264-99.1% | $19,030-99.3% |