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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 | $3,838 | $101,618-96.2% | $93,063-95.9% | $137,256-97.2% |
| Participation rate | 95.2% | 74.9%+20.3pp | 72.1%+23.1pp | 80.0%+15.3pp |
| Annual return | 19.47% | 223.95%-204.5pp | 34.15%-14.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $228 | $2,707-91.6% | $2,476-90.8% | $4,156-94.5% |
| Participant deferral / active EE | $1,094 | $4,279-74.4% | $3,958-72.4% | $6,407-82.9% |
| Admin fee / account holder | $148 | $6,198-97.6% | $6,033-97.5% | $12,270-98.8% |