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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 | $2,525 | $95,580-97.4% | $76,872-96.7% | $139,466-98.2% |
| Participation rate | 92.3% | 74.0%+18.3pp | 69.6%+22.7pp | 80.3%+12.0pp |
| Annual return | 39.58% | 55.00%-15.4pp | 37.90%+1.7pp | 373.66%-334.1pp |
| Employer contribution / active EE | $209 | $3,145-93.3% | $2,533-91.7% | $4,754-95.6% |
| Participant deferral / active EE | $2,963 | $4,623-35.9% | $3,832-22.7% | $6,712-55.9% |
| Admin fee / account holder | $187 | $8,302-97.8% | $5,476-96.6% | $11,409-98.4% |