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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 | $33,267 | $125,797-73.6% | $170,043-80.4% | $75,173-55.7% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 435.10% | 27.20%+407.9pp | 53.40%+381.7pp | 160.72%+274.4pp |
| Employer contribution / active EE | $689 | $4,616-85.1% | $6,790-89.9% | $2,671-74.2% |
| Participant deferral / active EE | $9,367 | $6,838+37.0% | $10,410-10.0% | $4,126+127.0% |
| Admin fee / account holder | $266 | $8,177-96.8% | $12,824-97.9% | $5,651-95.3% |