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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 | $9,411 | $106,280-91.1% | $96,538-90.3% | $139,487-93.3% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 150.61% | 38.48%+112.1pp | 35.74%+114.9pp | 373.84%-223.2pp |
| Employer contribution / active EE | $468 | $4,107-88.6% | $3,740-87.5% | $4,755-90.2% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $89 | $7,888-98.9% | $6,737-98.7% | $11,407-99.2% |