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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 | $3,241 | $85,171-96.2% | $172,753-98.1% | $72,976-95.6% |
| Participation rate | 95.3% | 70.1%+25.2pp | 82.6%+12.6pp | 69.5%+25.8pp |
| Annual return | 24.67% | 27.32%-2.6pp | 803.00%-778.3pp | 81.02%-56.3pp |
| Employer contribution / active EE | $260 | $3,324-92.2% | $5,144-94.9% | $2,440-89.3% |
| Participant deferral / active EE | $911 | $3,260-72.1% | $5,198-82.5% | $3,608-74.7% |
| Admin fee / account holder | $260 | $5,880-95.6% | $13,956-98.1% | $5,124-94.9% |