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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 | $5,833 | $102,638-94.3% | $81,991-92.9% | $158,966-96.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.3%+5.7pp | 82.0%-7.0pp |
| Annual return | 26.09% | 61.05%-35.0pp | 41.31%-15.2pp | 302.95%-276.9pp |
| Employer contribution / active EE | $340 | $3,241-89.5% | $2,498-86.4% | $4,762-92.9% |
| Participant deferral / active EE | $1,665 | $4,649-64.2% | $3,722-55.3% | $5,983-72.2% |
| Admin fee / account holder | $21 | $8,237-99.7% | $5,665-99.6% | $11,250-99.8% |