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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 | $6,772 | $162,785-95.8% | $133,959-94.9% | $158,950-95.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.31% | 41.94%-33.6pp | 45.09%-36.8pp | 302.91%-294.6pp |
| Employer contribution / active EE | $573 | $4,975-88.5% | $3,919-85.4% | $4,762-88.0% |
| Participant deferral / active EE | $2,551 | $5,910-56.8% | $5,047-49.5% | $5,983-57.4% |
| Admin fee / account holder | $178 | $11,738-98.5% | $8,928-98.0% | $11,248-98.4% |