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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 | $8,043 | $183,627-95.6% | $155,602-94.8% | $145,978-94.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.98% | 61.32%-43.3pp | 64.81%-46.8pp | 550.52%-532.5pp |
| Employer contribution / active EE | $429 | $5,316-91.9% | $4,675-90.8% | $4,662-90.8% |
| Participant deferral / active EE | $3,900 | $6,466-39.7% | $5,629-30.7% | $6,690-41.7% |
| Admin fee / account holder | $48 | $19,327-99.8% | $15,923-99.7% | $13,400-99.6% |