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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 | $6,166 | $149,741-95.9% | $118,914-94.8% | $158,982-96.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 37.21% | 19.94%+17.3pp | 35.89%+1.3pp | 302.99%-265.8pp |
| Employer contribution / active EE | $581 | $4,119-85.9% | $3,264-82.2% | $4,763-87.8% |
| Participant deferral / active EE | $2,074 | $5,226-60.3% | $4,266-51.4% | $5,983-65.3% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |