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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 | $22,833 | $83,485-72.6% | $125,195-81.8% | $72,976-68.7% |
| Participation rate | 98.4% | 73.3%+25.1pp | 79.8%+18.6pp | 69.5%+28.9pp |
| Annual return | 138.77% | 25.77%+113.0pp | 43.79%+95.0pp | 81.02%+57.8pp |
| Employer contribution / active EE | $539 | $2,346-77.0% | $3,866-86.1% | $2,440-77.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $235 | $5,518-95.7% | $9,704-97.6% | $5,124-95.4% |