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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 | $3,581 | $129,737-97.2% | $119,126-97.0% | $154,746-97.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 26.50% | 379.08%-352.6pp | 282.11%-255.6pp | 172.34%-145.8pp |
| Employer contribution / active EE | $431 | $4,375-90.2% | $4,034-89.3% | $4,379-90.2% |
| Participant deferral / active EE | $1,858 | $5,842-68.2% | $5,318-65.1% | $6,730-72.4% |
| Admin fee / account holder | $163 | $11,961-98.6% | $10,693-98.5% | $14,365-98.9% |