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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 | $4,434 | $124,980-96.5% | $108,359-95.9% | $154,746-97.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.40% | 45.00%-32.6pp | 36.89%-24.5pp | 172.34%-159.9pp |
| Employer contribution / active EE | $259 | $2,851-90.9% | $2,399-89.2% | $4,379-94.1% |
| Participant deferral / active EE | $1,704 | $4,743-64.1% | $4,137-58.8% | $6,730-74.7% |
| Admin fee / account holder | $275 | $11,502-97.6% | $9,741-97.2% | $14,365-98.1% |