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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 | $2,736 | $88,702-96.9% | $81,780-96.7% | $145,978-98.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.28% | 1029.12%-1012.8pp | 776.27%-760.0pp | 550.52%-534.2pp |
| Employer contribution / active EE | $250 | $3,084-91.9% | $2,914-91.4% | $4,662-94.6% |
| Participant deferral / active EE | $1,499 | $4,645-67.7% | $4,321-65.3% | $6,690-77.6% |
| Admin fee / account holder | $242 | $8,414-97.1% | $7,384-96.7% | $13,400-98.2% |