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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 | $9,048 | $183,539-95.1% | $155,556-94.2% | $145,897-93.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.50% | 61.31%-49.8pp | 64.84%-53.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $981 | $5,315-81.5% | $4,675-79.0% | $4,663-79.0% |
| Participant deferral / active EE | $3,227 | $6,467-50.1% | $5,631-42.7% | $6,689-51.8% |
| Admin fee / account holder | $84 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |