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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 | $7,202 | $159,978-95.5% | $147,041-95.1% | $145,978-95.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 98.36%-86.3pp | 419.21%-407.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $462 | $5,288-91.3% | $4,935-90.6% | $4,662-90.1% |
| Participant deferral / active EE | $2,723 | $8,429-67.7% | $8,071-66.3% | $6,690-59.3% |
| Admin fee / account holder | $189 | $15,053-98.7% | $13,006-98.5% | $13,400-98.6% |