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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 | $3,689 | $96,558-96.2% | $80,977-95.4% | $273,972-98.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.99% | 15.14%-6.2pp | 17.11%-8.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $391 | $4,869-92.0% | $3,715-89.5% | $4,869-92.0% |
| Participant deferral / active EE | $1,564 | $6,598-76.3% | $5,696-72.6% | $5,287-70.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |