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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 | $8,150 | $131,829-93.8% | $108,579-92.5% | $273,968-97.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 10.60% | -91.57%+102.2pp | -51.70%+62.3pp | 41.45%-30.9pp |
| Employer contribution / active EE | $108 | $4,912-97.8% | $3,758-97.1% | $4,869-97.8% |
| Participant deferral / active EE | $3,613 | $5,127-29.5% | $4,311-16.2% | $5,287-31.7% |
| Admin fee / account holder | $211 | $10,252-97.9% | $7,645-97.2% | $10,132-97.9% |