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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 | $4,166 | $228,352-98.2% | $185,835-97.8% | $158,966-97.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 29.75% | 40.81%-11.1pp | 35.96%-6.2pp | 302.95%-273.2pp |
| Employer contribution / active EE | $346 | $4,967-93.0% | $4,087-91.5% | $4,762-92.7% |
| Participant deferral / active EE | $1,412 | $6,416-78.0% | $5,633-74.9% | $5,983-76.4% |
| Admin fee / account holder | $33 | $11,867-99.7% | $9,502-99.6% | $11,250-99.7% |