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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 | $5,568 | $111,814-95.0% | $103,374-94.6% | $145,959-96.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 77.15% | 24.77%+52.4pp | 24.89%+52.3pp | 561.95%-484.8pp |
| Employer contribution / active EE | $701 | $4,214-83.4% | $3,869-81.9% | $4,661-85.0% |
| Participant deferral / active EE | $4,547 | $5,618-19.1% | $5,058-10.1% | $6,689-32.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |