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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 | $5,431 | $135,956-96.0% | $123,894-95.6% | $273,972-98.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 39.72% | 56.63%-16.9pp | 47.52%-7.8pp | 41.46%-1.7pp |
| Employer contribution / active EE | $812 | $5,170-84.3% | $4,617-82.4% | $4,869-83.3% |
| Participant deferral / active EE | $4,090 | $6,343-35.5% | $5,984-31.7% | $5,287-22.6% |
| Admin fee / account holder | $83 | $9,817-99.2% | $8,357-99.0% | $10,133-99.2% |