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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 | $2,934 | $83,337-96.5% | $67,834-95.7% | $273,972-98.9% |
| Participation rate | 84.6% | 76.4%+8.2pp | 68.8%+15.8pp | 83.0%+1.6pp |
| Annual return | 6.24% | 259.45%-253.2pp | 138.47%-132.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $382 | $3,287-88.4% | $2,403-84.1% | $4,869-92.1% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $73 | $6,752-98.9% | $4,622-98.4% | $10,133-99.3% |