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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 | $3,646 | $72,426-95.0% | $67,560-94.6% | $145,897-97.5% |
| Participation rate | 70.8% | 76.9%-6.1pp | 72.9%-2.1pp | 80.3%-9.5pp |
| Annual return | 14.34% | 7226.78%-7212.4pp | 3533.50%-3519.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $146 | $3,074-95.3% | $2,737-94.7% | $4,663-96.9% |
| Participant deferral / active EE | $1,393 | $4,785-70.9% | $4,004-65.2% | $6,689-79.2% |
| Admin fee / account holder | $51 | $5,514-99.1% | $3,994-98.7% | $13,390-99.6% |