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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 | $12,584 | $99,652-87.4% | $78,778-84.0% | $147,586-91.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 19.46% | 47.28%-27.8pp | 35.62%-16.2pp | 578.59%-559.1pp |
| Employer contribution / active EE | $199 | $2,796-92.9% | $1,986-90.0% | $4,876-95.9% |
| Participant deferral / active EE | $995 | $3,664-72.8% | $2,958-66.4% | $5,439-81.7% |
| Admin fee / account holder | $94 | $7,155-98.7% | $5,134-98.2% | $10,886-99.1% |