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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 | $93,692-95.6% | $116,538-96.5% | $86,983-95.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 45.27% | 26.00%+19.3pp | 17.97%+27.3pp | 25.83%+19.4pp |
| Employer contribution / active EE | $3 | $3,831-99.9% | $4,541-99.9% | $2,584-99.9% |
| Participant deferral / active EE | $3,352 | $5,612-40.3% | $6,207-46.0% | $4,194-20.1% |
| Admin fee / account holder | $15 | $7,586-99.8% | $8,737-99.8% | $7,856-99.8% |