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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 | $6,587 | $181,898-96.4% | $156,551-95.8% | $273,968-97.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $660 | $6,248-89.4% | $5,501-88.0% | $4,869-86.4% |
| Participant deferral / active EE | $9,050 | $5,550+63.1% | $4,871+85.8% | $5,287+71.2% |
| Admin fee / account holder | $172 | $15,560-98.9% | $13,028-98.7% | $10,132-98.3% |