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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 | $7,940 | $175,257-95.5% | $149,717-94.7% | $139,456-94.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.42% | 166.70%-140.3pp | 134.41%-108.0pp | 373.45%-347.0pp |
| Employer contribution / active EE | $828 | $5,477-84.9% | $4,820-82.8% | $4,753-82.6% |
| Participant deferral / active EE | $2,201 | $6,521-66.2% | $5,682-61.3% | $6,711-67.2% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |