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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 | $3,558 | $105,160-96.6% | $94,679-96.2% | $139,456-97.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 22.91% | 38.04%-15.1pp | 156.75%-133.8pp | 373.45%-350.5pp |
| Employer contribution / active EE | $383 | $4,107-90.7% | $3,673-89.6% | $4,753-91.9% |
| Participant deferral / active EE | $3,339 | $7,599-56.1% | $7,417-55.0% | $6,711-50.2% |
| Admin fee / account holder | $275 | $8,988-96.9% | $7,233-96.2% | $11,407-97.6% |