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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 | $9,574 | $129,737-92.6% | $119,126-92.0% | $154,746-93.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 24.72% | 379.08%-354.4pp | 282.11%-257.4pp | 172.34%-147.6pp |
| Employer contribution / active EE | $360 | $4,375-91.8% | $4,034-91.1% | $4,379-91.8% |
| Participant deferral / active EE | $4,278 | $5,842-26.8% | $5,318-19.6% | $6,730-36.4% |
| Admin fee / account holder | $13 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |