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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 | $9,538 | $77,901-87.8% | $149,717-93.6% | $75,181-87.3% |
| Participation rate | 70.0% | 65.6%+4.4pp | 78.8%-8.8pp | 67.2%+2.8pp |
| Annual return | 114.04% | 31.73%+82.3pp | 134.41%-20.4pp | 160.69%-46.6pp |
| Employer contribution / active EE | $237 | $3,137-92.4% | $4,820-95.1% | $2,671-91.1% |
| Participant deferral / active EE | $1,493 | $3,411-56.2% | $5,682-73.7% | $4,126-63.8% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |