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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 | $8,383 | $209,425-96.0% | $178,499-95.3% | $158,966-94.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.50% | 188.80%-182.3pp | 151.10%-144.6pp | 302.95%-296.4pp |
| Employer contribution / active EE | $945 | $5,707-83.4% | $5,011-81.1% | $4,762-80.2% |
| Participant deferral / active EE | $3,656 | $5,955-38.6% | $5,202-29.7% | $5,983-38.9% |
| Admin fee / account holder | $186 | $17,078-98.9% | $13,986-98.7% | $11,250-98.3% |