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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 | $10,808 | $148,558-92.7% | $135,925-92.0% | $139,427-92.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.33% | 79.22%-57.9pp | 68.25%-46.9pp | 373.27%-351.9pp |
| Employer contribution / active EE | $604 | $5,244-88.5% | $4,857-87.6% | $4,752-87.3% |
| Participant deferral / active EE | $3,189 | $8,101-60.6% | $7,759-58.9% | $6,711-52.5% |
| Admin fee / account holder | $13 | $12,401-99.9% | $10,764-99.9% | $11,404-99.9% |