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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 | $11,332 | $150,346-92.5% | $120,524-90.6% | $145,877-92.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 16.91% | 154.40%-137.5pp | 107.36%-90.5pp | 551.28%-534.4pp |
| Employer contribution / active EE | $630 | $4,353-85.5% | $3,469-81.8% | $4,663-86.5% |
| Participant deferral / active EE | $2,581 | $6,172-58.2% | $4,994-48.3% | $6,691-61.4% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |