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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 | $4,086 | $87,878-95.4% | $97,411-95.8% | $82,637-95.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 45.27% | 54.63%-9.4pp | 34.72%+10.6pp | 53.51%-8.2pp |
| Employer contribution / active EE | $3 | $3,800-99.9% | $4,210-99.9% | $2,552-99.9% |
| Participant deferral / active EE | $3,352 | $5,525-39.3% | $5,886-43.1% | $4,126-18.8% |
| Admin fee / account holder | $15 | $6,743-99.8% | $7,145-99.8% | $7,339-99.8% |