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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 | $11,076 | $202,440-94.5% | $169,390-93.5% | $139,466-92.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.35% | 532.36%-511.0pp | 406.07%-384.7pp | 373.66%-352.3pp |
| Employer contribution / active EE | $316 | $4,693-93.3% | $4,013-92.1% | $4,754-93.4% |
| Participant deferral / active EE | $2,406 | $6,940-65.3% | $6,222-61.3% | $6,712-64.2% |
| Admin fee / account holder | $102 | $10,722-99.1% | $9,015-98.9% | $11,409-99.1% |