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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 | $8,486 | $93,598-90.9% | $135,974-93.8% | $75,173-88.7% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 178.87% | 30.89%+148.0pp | 68.30%+110.6pp | 160.72%+18.1pp |
| Employer contribution / active EE | $345 | $3,538-90.3% | $4,859-92.9% | $2,671-87.1% |
| Participant deferral / active EE | $4,456 | $6,405-30.4% | $7,760-42.6% | $4,126+8.0% |
| Admin fee / account holder | $212 | $6,978-97.0% | $10,767-98.0% | $5,651-96.2% |