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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 | $6,622 | $175,231-96.2% | $149,696-95.6% | $139,466-95.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.54% | 166.77%-144.2pp | 134.46%-111.9pp | 373.66%-351.1pp |
| Employer contribution / active EE | $236 | $5,478-95.7% | $4,821-95.1% | $4,754-95.0% |
| Participant deferral / active EE | $3,018 | $6,521-53.7% | $5,682-46.9% | $6,712-55.0% |
| Admin fee / account holder | $24 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |