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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 | $24,187 | $168,635-85.7% | $147,617-83.6% | $125,389-80.7% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -3.66% | 77.65%-81.3pp | 61.98%-65.6pp | 282.24%-285.9pp |
| Employer contribution / active EE | $925 | $6,252-85.2% | $5,564-83.4% | $4,866-81.0% |
| Participant deferral / active EE | $6,000 | $5,507+9.0% | $4,895+22.6% | $5,352+12.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |