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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 | $6,294 | $160,028-96.1% | $147,080-95.7% | $145,884-95.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.95% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $918 | $5,286-82.6% | $4,933-81.4% | $4,662-80.3% |
| Participant deferral / active EE | $6,780 | $8,422-19.5% | $8,066-16.0% | $6,690+1.3% |
| Admin fee / account holder | $287 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |