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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 | $9,256 | $159,978-94.2% | $147,041-93.7% | $145,978-93.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.47% | 98.36%-63.9pp | 419.21%-384.7pp | 550.52%-516.0pp |
| Employer contribution / active EE | $867 | $5,288-83.6% | $4,935-82.4% | $4,662-81.4% |
| Participant deferral / active EE | $7,201 | $8,429-14.6% | $8,071-10.8% | $6,690+7.6% |
| Admin fee / account holder | $291 | $15,053-98.1% | $13,006-97.8% | $13,400-97.8% |