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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 | $16,526 | $102,385-83.9% | $147,080-88.8% | $80,935-79.6% |
| Participation rate | 75.9% | 75.9%+0.1pp | 82.2%-6.3pp | 67.7%+8.3pp |
| Annual return | 13.82% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.8pp |
| Employer contribution / active EE | $824 | $3,717-77.8% | $4,933-83.3% | $2,757-70.1% |
| Participant deferral / active EE | $3,223 | $6,651-51.5% | $8,066-60.0% | $4,299-25.0% |
| Admin fee / account holder | $79 | $7,951-99.0% | $12,989-99.4% | $6,924-98.9% |