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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 | $8,102 | $155,555-94.8% | $146,866-94.5% | $155,188-94.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.32% | 115.41%-94.1pp | 102.85%-81.5pp | 148.84%-127.5pp |
| Employer contribution / active EE | $19 | $4,647-99.6% | $4,425-99.6% | $4,248-99.5% |
| Participant deferral / active EE | $4,738 | $8,044-41.1% | $7,759-38.9% | $6,531-27.5% |
| Admin fee / account holder | $202 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |