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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 | $7,311 | $135,956-94.6% | $123,894-94.1% | $273,972-97.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.57% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $627 | $5,170-87.9% | $4,617-86.4% | $4,869-87.1% |
| Participant deferral / active EE | $2,080 | $6,343-67.2% | $5,984-65.2% | $5,287-60.7% |
| Admin fee / account holder | $64 | $9,817-99.3% | $8,357-99.2% | $10,133-99.4% |