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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 | $6,365 | $185,312-96.6% | $161,489-96.1% | $154,746-95.9% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 22.96% | 103.84%-80.9pp | 89.72%-66.8pp | 172.34%-149.4pp |
| Employer contribution / active EE | $3 | $4,769-99.9% | $4,268-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $2,148 | $6,350-66.2% | $5,630-61.8% | $6,730-68.1% |
| Admin fee / account holder | $29 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |