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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 | $156,616-97.2% | $133,346-96.7% | $198,609-97.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 12.40% | 44.25%-31.8pp | 36.85%-24.4pp | 202.70%-190.3pp |
| Employer contribution / active EE | $259 | $3,368-92.3% | $2,853-90.9% | $5,055-94.9% |
| Participant deferral / active EE | $1,704 | $4,920-65.4% | $4,332-60.7% | $6,977-75.6% |
| Admin fee / account holder | $275 | $17,468-98.4% | $14,264-98.1% | $19,030-98.6% |