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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 | $9,215 | $135,956-93.2% | $123,894-92.6% | $273,972-96.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.23% | 56.63%-39.4pp | 47.52%-30.3pp | 41.46%-24.2pp |
| Employer contribution / active EE | $455 | $5,170-91.2% | $4,617-90.2% | $4,869-90.7% |
| Participant deferral / active EE | $5,889 | $6,343-7.2% | $5,984-1.6% | $5,287+11.4% |
| Admin fee / account holder | $30 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |