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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 | $160,028-95.5% | $147,080-95.1% | $145,884-95.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.7pp |
| Employer contribution / active EE | $462 | $5,286-91.3% | $4,933-90.6% | $4,662-90.1% |
| Participant deferral / active EE | $2,723 | $8,422-67.7% | $8,066-66.2% | $6,690-59.3% |
| Admin fee / account holder | $189 | $15,030-98.7% | $12,989-98.5% | $13,392-98.6% |