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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 | $11,425 | $138,114-91.7% | $125,391-90.9% | $134,545-91.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -12.48% | 750.88%-763.4pp | 572.41%-584.9pp | 418.37%-430.8pp |
| Employer contribution / active EE | $960 | $5,246-81.7% | $4,816-80.1% | $4,742-79.7% |
| Participant deferral / active EE | $3,932 | $7,801-49.6% | $7,448-47.2% | $6,401-38.6% |
| Admin fee / account holder | $97 | $11,570-99.2% | $10,009-99.0% | $11,431-99.2% |