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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 | $6,762 | $107,363-93.7% | $92,909-92.7% | $152,897-95.6% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.5%+13.4pp |
| Annual return | 14.94% | 145.63%-130.7pp | 109.44%-94.5pp | 345.43%-330.5pp |
| Employer contribution / active EE | $417 | $4,222-90.1% | $3,653-88.6% | $4,764-91.3% |
| Participant deferral / active EE | $1,461 | $4,848-69.9% | $4,238-65.5% | $5,851-75.0% |
| Admin fee / account holder | $251 | $7,082-96.5% | $5,795-95.7% | $11,599-97.8% |