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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 | $13,818 | $167,533-91.8% | $151,645-90.9% | $134,545-89.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -14.72% | 7.81%-22.5pp | 3.34%-18.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $1,259 | $6,828-81.6% | $6,165-79.6% | $4,742-73.5% |
| Participant deferral / active EE | $4,446 | $8,985-50.5% | $8,363-46.8% | $6,401-30.5% |
| Admin fee / account holder | $15 | $13,781-99.9% | $11,614-99.9% | $11,431-99.9% |