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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 | $19,028 | $168,635-88.7% | $147,617-87.1% | $125,389-84.8% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -3.57% | 77.65%-81.2pp | 61.98%-65.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $618 | $6,252-90.1% | $5,564-88.9% | $4,866-87.3% |
| Participant deferral / active EE | $8,932 | $5,507+62.2% | $4,895+82.5% | $5,352+66.9% |
| Admin fee / account holder | $177 | $13,580-98.7% | $11,612-98.5% | $9,541-98.1% |