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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 | $11,788 | $167,353-93.0% | $143,797-91.8% | $134,545-91.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 349.33% | 0.48%+348.9pp | -0.04%+349.4pp | 418.37%-69.0pp |
| Employer contribution / active EE | $621 | $5,620-88.9% | $4,952-87.5% | $4,742-86.9% |
| Participant deferral / active EE | $2,852 | $6,447-55.8% | $5,638-49.4% | $6,401-55.4% |
| Admin fee / account holder | $67 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |