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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 | $5,371 | $157,276-96.6% | $141,177-96.2% | $152,885-96.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 51.75% | 64.33%-12.6pp | 71.40%-19.7pp | 345.39%-293.6pp |
| Employer contribution / active EE | $402 | $5,262-92.4% | $4,736-91.5% | $4,763-91.6% |
| Participant deferral / active EE | $2,596 | $7,110-63.5% | $6,710-61.3% | $5,851-55.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |