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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 | $8,822 | $95,383-90.8% | $185,837-95.3% | $85,856-89.7% |
| Participation rate | 84.1% | 68.8%+15.3pp | 81.7%+2.4pp | 69.3%+14.8pp |
| Annual return | 15.66% | 23.59%-7.9pp | 122.08%-106.4pp | 318.58%-302.9pp |
| Employer contribution / active EE | $317 | $3,313-90.4% | $5,168-93.9% | $2,565-87.6% |
| Participant deferral / active EE | $1,339 | $3,423-60.9% | $5,568-76.0% | $3,952-66.1% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,241-100.0% | $6,261-100.0% |