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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 | $3,759 | $169,336-97.8% | $129,384-97.1% | $145,884-97.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.08% | 14408.70%-14392.6pp | 9461.77%-9445.7pp | 551.85%-535.8pp |
| Employer contribution / active EE | $156 | $5,540-97.2% | $4,153-96.2% | $4,662-96.6% |
| Participant deferral / active EE | $967 | $4,985-80.6% | $4,166-76.8% | $6,690-85.5% |
| Admin fee / account holder | $23 | $9,912-99.8% | $7,686-99.7% | $13,392-99.8% |