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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 | $4,477 | $108,897-95.9% | $100,378-95.5% | $145,877-96.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.74% | 58.17%-40.4pp | 49.41%-31.7pp | 551.28%-533.5pp |
| Employer contribution / active EE | $116 | $4,420-97.4% | $3,942-97.1% | $4,663-97.5% |
| Participant deferral / active EE | $5,440 | $8,455-35.7% | $8,087-32.7% | $6,691-18.7% |
| Admin fee / account holder | $14 | $9,690-99.9% | $7,899-99.8% | $13,402-99.9% |