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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 | $5,994 | $106,008-94.3% | $92,240-93.5% | $147,586-95.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 25.99% | 50.05%-24.1pp | 176.29%-150.3pp | 578.59%-552.6pp |
| Employer contribution / active EE | $661 | $4,333-84.7% | $3,680-82.0% | $4,876-86.4% |
| Participant deferral / active EE | $1,328 | $4,478-70.3% | $3,897-65.9% | $5,439-75.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |