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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 | $13,025 | $100,811-87.1% | $86,698-85.0% | $134,545-90.3% |
| Participation rate | 72.7% | 79.0%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -17.86% | 29.11%-47.0pp | 35.96%-53.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $343 | $3,490-90.2% | $2,837-87.9% | $4,742-92.8% |
| Participant deferral / active EE | $1,947 | $5,339-63.5% | $4,656-58.2% | $6,401-69.6% |
| Admin fee / account holder | $226 | $10,926-97.9% | $7,492-97.0% | $11,431-98.0% |