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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 | $7,358 | $77,638-90.5% | $156,551-95.3% | $62,881-88.3% |
| Participation rate | 95.9% | 71.2%+24.7pp | 84.0%+11.9pp | 69.3%+26.6pp |
| Annual return | 65.34% | 50.33%+15.0pp | 32.23%+33.1pp | 20.14%+45.2pp |
| Employer contribution / active EE | $289 | $3,444-91.6% | $5,501-94.7% | $2,281-87.3% |
| Participant deferral / active EE | $1,281 | $3,046-57.9% | $4,871-73.7% | $3,203-60.0% |
| Admin fee / account holder | $106 | $5,561-98.1% | $13,028-99.2% | $4,296-97.5% |