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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 | $2,667 | $142,426-98.1% | $115,167-97.7% | $152,909-98.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 36.90% | 41.48%-4.6pp | 35.60%+1.3pp | 345.46%-308.6pp |
| Employer contribution / active EE | $66 | $4,011-98.4% | $3,179-97.9% | $4,764-98.6% |
| Participant deferral / active EE | $1,532 | $5,165-70.3% | $4,169-63.3% | $5,851-73.8% |
| Admin fee / account holder | $126 | $8,464-98.5% | $7,089-98.2% | $11,601-98.9% |