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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 | $10,289 | $180,462-94.3% | $154,111-93.3% | $135,379-92.4% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | -7.62% | 888.17%-895.8pp | 735.18%-742.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $942 | $6,036-84.4% | $5,298-82.2% | $4,779-80.3% |
| Participant deferral / active EE | $2,343 | $5,806-59.7% | $5,081-53.9% | $5,609-58.2% |
| Admin fee / account holder | $83 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |