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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 | $3,803 | $107,363-96.5% | $92,909-95.9% | $152,897-97.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.23% | 145.63%-125.4pp | 109.44%-89.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $429 | $4,222-89.8% | $3,653-88.3% | $4,764-91.0% |
| Participant deferral / active EE | $1,503 | $4,848-69.0% | $4,238-64.5% | $5,851-74.3% |
| Admin fee / account holder | $81 | $7,082-98.9% | $5,795-98.6% | $11,599-99.3% |