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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 | $8,495 | $100,805-91.6% | $86,698-90.2% | $134,532-93.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -20.20% | 29.09%-49.3pp | 35.95%-56.1pp | 418.27%-438.5pp |
| Employer contribution / active EE | $270 | $3,490-92.3% | $2,837-90.5% | $4,741-94.3% |
| Participant deferral / active EE | $3,859 | $5,339-27.7% | $4,656-17.1% | $6,401-39.7% |
| Admin fee / account holder | $5 | $10,925-100.0% | $7,493-99.9% | $11,429-100.0% |