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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 | $10,295 | $127,387-91.9% | $115,038-91.1% | $125,389-91.8% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $793 | $5,166-84.7% | $4,608-82.8% | $4,866-83.7% |
| Participant deferral / active EE | $3,572 | $6,423-44.4% | $6,026-40.7% | $5,352-33.3% |
| Admin fee / account holder | $104 | $9,516-98.9% | $8,175-98.7% | $9,541-98.9% |