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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 | $9,262 | $83,337-88.9% | $67,834-86.3% | $273,972-96.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 3.85% | 259.45%-255.6pp | 138.47%-134.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $267 | $3,287-91.9% | $2,403-88.9% | $4,869-94.5% |
| Participant deferral / active EE | $3,697 | $4,088-9.6% | $3,160+17.0% | $5,287-30.1% |
| Admin fee / account holder | $265 | $6,752-96.1% | $4,622-94.3% | $10,133-97.4% |