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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 | $7,281 | $165,381-95.6% | $149,730-95.1% | $158,966-95.4% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 36.18% | 348.29%-312.1pp | 276.70%-240.5pp | 302.95%-266.8pp |
| Employer contribution / active EE | $416 | $5,104-91.9% | $4,645-91.0% | $4,762-91.3% |
| Participant deferral / active EE | $2,939 | $7,182-59.1% | $6,843-57.0% | $5,983-50.9% |
| Admin fee / account holder | $47 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |