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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 | $21,524 | $197,625-89.1% | $177,840-87.9% | $158,966-86.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $611 | $6,698-90.9% | $5,919-89.7% | $4,762-87.2% |
| Participant deferral / active EE | $6,031 | $8,405-28.2% | $7,714-21.8% | $5,983+0.8% |
| Admin fee / account holder | $34 | $15,405-99.8% | $12,431-99.7% | $11,250-99.7% |