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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 | $4,842 | $165,399-97.1% | $149,745-96.8% | $158,982-97.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.11% | 348.34%-313.2pp | 276.72%-241.6pp | 302.99%-267.9pp |
| Employer contribution / active EE | $578 | $5,105-88.7% | $4,646-87.6% | $4,763-87.9% |
| Participant deferral / active EE | $2,906 | $7,183-59.5% | $6,843-57.5% | $5,983-51.4% |
| Admin fee / account holder | $297 | $10,811-97.3% | $9,312-96.8% | $11,252-97.4% |