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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 | $6,610 | $180,028-96.3% | $138,135-95.2% | $158,982-95.8% |
| Participation rate | 75.0% | 82.2%-7.2pp | 78.7%-3.7pp | 82.0%-7.0pp |
| Annual return | 0.00% | 21.68%-21.7pp | 20.51%-20.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $639 | $7,470-91.4% | $5,587-88.6% | $4,763-86.6% |
| Participant deferral / active EE | $4,187 | $7,717-45.8% | $6,431-34.9% | $5,983-30.0% |
| Admin fee / account holder | $3 | $17,912-100.0% | $11,856-100.0% | $11,252-100.0% |