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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 | $5,836 | $75,962-92.3% | $154,108-96.2% | $64,173-90.9% |
| Participation rate | 79.4% | 70.4%+9.0pp | 83.0%-3.6pp | 69.6%+9.8pp |
| Annual return | 9.40% | 30.32%-20.9pp | 735.21%-725.8pp | 7.63%+1.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,383 | $3,175-56.4% | $5,081-72.8% | $3,470-60.1% |
| Admin fee / account holder | $5 | $5,589-99.9% | $13,411-100.0% | $4,887-99.9% |