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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 | $12,277 | $135,645-90.9% | $110,243-88.9% | $135,380-90.9% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.8%+10.7pp | 82.6%+7.8pp |
| Annual return | 2.56% | 513.24%-510.7pp | 314.76%-312.2pp | 519.81%-517.2pp |
| Employer contribution / active EE | $476 | $4,907-90.3% | $3,827-87.6% | $4,779-90.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $275 | $11,458-97.6% | $8,548-96.8% | $10,828-97.5% |