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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 | $1,023 | $107,809-99.1% | $97,032-98.9% | $155,188-99.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 61.57% | 38.06%+23.5pp | 35.38%+26.2pp | 148.84%-87.3pp |
| Employer contribution / active EE | $78 | $2,911-97.3% | $2,629-97.0% | $4,248-98.2% |
| Participant deferral / active EE | $1,050 | $5,129-79.5% | $4,672-77.5% | $6,531-83.9% |
| Admin fee / account holder | $167 | $10,717-98.4% | $9,418-98.2% | $14,480-98.8% |