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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 | $9,225 | $148,623-93.8% | $135,974-93.2% | $139,466-93.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.48% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.2pp |
| Employer contribution / active EE | $29 | $5,246-99.4% | $4,859-99.4% | $4,754-99.4% |
| Participant deferral / active EE | $2,843 | $8,103-64.9% | $7,760-63.4% | $6,712-57.6% |
| Admin fee / account holder | $64 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |