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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 | $12,081 | $135,956-91.1% | $123,894-90.2% | $273,972-95.6% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 110.04% | 56.63%+53.4pp | 47.52%+62.5pp | 41.46%+68.6pp |
| Employer contribution / active EE | $618 | $5,170-88.0% | $4,617-86.6% | $4,869-87.3% |
| Participant deferral / active EE | $3,222 | $6,343-49.2% | $5,984-46.2% | $5,287-39.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |