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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 | $9,700 | $160,028-93.9% | $147,080-93.4% | $145,884-93.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.21% | 98.60%-77.4pp | 420.17%-399.0pp | 551.85%-530.6pp |
| Employer contribution / active EE | $576 | $5,286-89.1% | $4,933-88.3% | $4,662-87.6% |
| Participant deferral / active EE | $3,409 | $8,422-59.5% | $8,066-57.7% | $6,690-49.0% |
| Admin fee / account holder | $171 | $15,030-98.9% | $12,989-98.7% | $13,392-98.7% |