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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 | $13,295 | $112,915-88.2% | $90,965-85.4% | $158,950-91.6% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 18.29% | 215.75%-197.5pp | 134.57%-116.3pp | 302.91%-284.6pp |
| Employer contribution / active EE | $327 | $2,894-88.7% | $2,122-84.6% | $4,762-93.1% |
| Participant deferral / active EE | $2,524 | $4,128-38.9% | $3,373-25.2% | $5,983-57.8% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |