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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 | $7,191 | $198,457-96.4% | $170,435-95.8% | $147,586-95.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.15% | 257.30%-244.2pp | 205.94%-192.8pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,064 | $6,183-82.8% | $5,432-80.4% | $4,876-78.2% |
| Participant deferral / active EE | $1,977 | $5,629-64.9% | $4,939-60.0% | $5,439-63.6% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |