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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 | $2,854 | $185,312-98.5% | $161,489-98.2% | $154,746-98.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 32.49% | 103.84%-71.3pp | 89.72%-57.2pp | 172.34%-139.8pp |
| Employer contribution / active EE | $852 | $4,769-82.1% | $4,268-80.1% | $4,379-80.6% |
| Participant deferral / active EE | $2,248 | $6,350-64.6% | $5,630-60.1% | $6,730-66.6% |
| Admin fee / account holder | $37 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |