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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 | $10,461 | $135,956-92.3% | $123,894-91.6% | $273,972-96.2% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $121 | $5,170-97.7% | $4,617-97.4% | $4,869-97.5% |
| Participant deferral / active EE | $2,090 | $6,343-67.0% | $5,984-65.1% | $5,287-60.5% |
| Admin fee / account holder | $98 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |