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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 | $9,435 | $139,456-93.2% | $396,579-97.6% | $139,456-93.2% |
| Participation rate | 85.7% | 80.3%+5.4pp | 95.2%-9.5pp | 80.3%+5.4pp |
| Annual return | 44.51% | 373.45%-328.9pp | 23.68%+20.8pp | 373.45%-328.9pp |
| Employer contribution / active EE | $718 | $4,753-84.9% | $17,208-95.8% | $4,753-84.9% |
| Participant deferral / active EE | $4,972 | $6,711-25.9% | $10,146-51.0% | $6,711-25.9% |
| Admin fee / account holder | $167 | $11,407-98.5% | $58+188.0% | $11,407-98.5% |