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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 | $3,090 | $85,024-96.4% | $70,544-95.6% | $139,466-97.8% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.4%+11.6pp | 80.3%-0.3pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $333 | $3,912-91.5% | $2,976-88.8% | $4,754-93.0% |
| Participant deferral / active EE | $1,926 | $5,891-67.3% | $4,568-57.8% | $6,712-71.3% |
| Admin fee / account holder | $1 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |