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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 | $6,857 | $175,257-96.1% | $149,717-95.4% | $139,456-95.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.59% | 166.70%-147.1pp | 134.41%-114.8pp | 373.45%-353.9pp |
| Employer contribution / active EE | $817 | $5,477-85.1% | $4,820-83.1% | $4,753-82.8% |
| Participant deferral / active EE | $3,398 | $6,521-47.9% | $5,682-40.2% | $6,711-49.4% |
| Admin fee / account holder | $47 | $16,156-99.7% | $13,213-99.6% | $11,407-99.6% |