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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 | $1,771 | $199,109-99.1% | $173,730-99.0% | $154,746-98.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.96% | 20.02%-10.1pp | 19.96%-10.0pp | 172.34%-162.4pp |
| Employer contribution / active EE | $467 | $5,311-91.2% | $4,577-89.8% | $4,379-89.3% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |