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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 | $7,995 | $217,432-96.3% | $185,849-95.7% | $167,536-95.2% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 17.27% | 148.42%-131.1pp | 122.10%-104.8pp | 478.82%-461.5pp |
| Employer contribution / active EE | $342 | $5,875-94.2% | $5,169-93.4% | $4,839-92.9% |
| Participant deferral / active EE | $3,346 | $6,357-47.4% | $5,569-39.9% | $6,342-47.2% |
| Admin fee / account holder | $102 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |