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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 | $10,415 | $112,935-90.8% | $90,970-88.6% | $158,966-93.4% |
| Participation rate | 81.3% | 74.7%+6.5pp | 69.0%+12.2pp | 82.0%-0.7pp |
| Annual return | 21.05% | 215.79%-194.7pp | 134.58%-113.5pp | 302.95%-281.9pp |
| Employer contribution / active EE | $370 | $2,895-87.2% | $2,122-82.6% | $4,762-92.2% |
| Participant deferral / active EE | $1,515 | $4,129-63.3% | $3,373-55.1% | $5,983-74.7% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |