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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 | $150,412-92.5% | $120,574-90.6% | $145,884-92.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 16.91% | 154.50%-137.6pp | 107.42%-90.5pp | 551.85%-534.9pp |
| Employer contribution / active EE | $630 | $4,355-85.5% | $3,471-81.8% | $4,662-86.5% |
| Participant deferral / active EE | $2,581 | $6,175-58.2% | $4,996-48.3% | $6,690-61.4% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |