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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 | $9,417 | $209,405-95.5% | $178,486-94.7% | $158,931-94.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.37% | 188.77%-182.4pp | 151.08%-144.7pp | 302.86%-296.5pp |
| Employer contribution / active EE | $1,008 | $5,707-82.3% | $5,011-79.9% | $4,761-78.8% |
| Participant deferral / active EE | $4,066 | $5,954-31.7% | $5,202-21.8% | $5,982-32.0% |
| Admin fee / account holder | $127 | $17,076-99.3% | $13,985-99.1% | $11,247-98.9% |