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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 | $7,898 | $115,810-93.2% | $101,271-92.2% | $158,966-95.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 37.97% | 56.15%-18.2pp | 46.48%-8.5pp | 302.95%-265.0pp |
| Employer contribution / active EE | $151 | $4,175-96.4% | $3,660-95.9% | $4,762-96.8% |
| Participant deferral / active EE | $3,017 | $4,958-39.2% | $4,371-31.0% | $5,983-49.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |