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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 | $3,632 | $98,240-96.3% | $82,312-95.6% | $147,586-97.5% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 37.27% | 30.85%+6.4pp | 25.88%+11.4pp | 578.59%-541.3pp |
| Employer contribution / active EE | $530 | $3,192-83.4% | $2,428-78.2% | $4,876-89.1% |
| Participant deferral / active EE | $1,703 | $4,383-61.1% | $3,706-54.0% | $5,439-68.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |