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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 | $5,083 | $154,193-96.7% | $130,045-96.1% | $139,466-96.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 17.22% | 32.51%-15.3pp | -137.30%+154.5pp | 373.66%-356.4pp |
| Employer contribution / active EE | $275 | $5,292-94.8% | $4,321-93.6% | $4,754-94.2% |
| Participant deferral / active EE | $2,411 | $6,709-64.1% | $5,820-58.6% | $6,712-64.1% |
| Admin fee / account holder | $291 | $13,989-97.9% | $10,600-97.3% | $11,409-97.4% |