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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 | $2,951 | $176,786-98.3% | $146,643-98.0% | $167,536-98.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 43.38% | 24.04%+19.3pp | 22.75%+20.6pp | 478.82%-435.4pp |
| Employer contribution / active EE | $699 | $5,161-86.4% | $4,137-83.1% | $4,839-85.5% |
| Participant deferral / active EE | $2,467 | $6,440-61.7% | $5,506-55.2% | $6,342-61.1% |
| Admin fee / account holder | $44 | $13,262-99.7% | $10,280-99.6% | $12,315-99.6% |