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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 | $6,435 | $157,829-95.9% | $136,867-95.3% | $198,609-96.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 22.10% | 51.25%-29.1pp | 42.97%-20.9pp | 202.70%-180.6pp |
| Employer contribution / active EE | $135 | $3,923-96.6% | $3,547-96.2% | $5,055-97.3% |
| Participant deferral / active EE | $7,391 | $5,463+35.3% | $4,924+50.1% | $6,977+5.9% |
| Admin fee / account holder | $288 | $11,107-97.4% | $10,340-97.2% | $19,030-98.5% |