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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 | $1,934 | $96,508-98.0% | $75,901-97.5% | $152,897-98.7% |
| Participation rate | 92.9% | 76.2%+16.7pp | 69.3%+23.6pp | 82.5%+10.4pp |
| Annual return | 37.29% | 33.99%+3.3pp | 30.76%+6.5pp | 345.43%-308.1pp |
| Employer contribution / active EE | $165 | $3,310-95.0% | $2,501-93.4% | $4,764-96.5% |
| Participant deferral / active EE | $1,844 | $4,554-59.5% | $3,603-48.8% | $5,851-68.5% |
| Admin fee / account holder | $57 | $8,081-99.3% | $5,420-98.9% | $11,599-99.5% |