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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 | $4,865 | $157,276-96.9% | $141,177-96.6% | $152,885-96.8% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 117.33% | 64.33%+53.0pp | 71.40%+45.9pp | 345.39%-228.1pp |
| Employer contribution / active EE | $495 | $5,262-90.6% | $4,736-89.6% | $4,763-89.6% |
| Participant deferral / active EE | $3,224 | $7,110-54.7% | $6,710-51.9% | $5,851-44.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |