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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 | $5,080 | $165,381-96.9% | $149,730-96.6% | $158,966-96.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.45% | 348.29%-323.8pp | 276.70%-252.2pp | 302.95%-278.5pp |
| Employer contribution / active EE | $728 | $5,104-85.7% | $4,645-84.3% | $4,762-84.7% |
| Participant deferral / active EE | $2,523 | $7,182-64.9% | $6,843-63.1% | $5,983-57.8% |
| Admin fee / account holder | $138 | $10,809-98.7% | $9,310-98.5% | $11,250-98.8% |