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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 | $2,475 | $118,695-97.9% | $98,916-97.5% | $158,950-98.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 114.25% | 372.39%-258.1pp | 196.45%-82.2pp | 302.91%-188.7pp |
| Employer contribution / active EE | $362 | $3,333-89.1% | $2,689-86.5% | $4,762-92.4% |
| Participant deferral / active EE | $1,768 | $5,088-65.3% | $4,245-58.4% | $5,983-70.5% |
| Admin fee / account holder | $272 | $10,132-97.3% | $6,642-95.9% | $11,248-97.6% |