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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 | $7,788 | $106,905-92.7% | $84,020-90.7% | $152,885-94.9% |
| Participation rate | 86.4% | 75.2%+11.1pp | 69.0%+17.4pp | 82.5%+3.9pp |
| Annual return | 25.41% | 105.00%-79.6pp | 71.31%-45.9pp | 345.39%-320.0pp |
| Employer contribution / active EE | $322 | $2,735-88.2% | $1,984-83.8% | $4,763-93.2% |
| Participant deferral / active EE | $1,137 | $4,012-71.7% | $3,239-64.9% | $5,851-80.6% |
| Admin fee / account holder | $15 | $8,287-99.8% | $6,101-99.8% | $11,598-99.9% |