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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 | $5,781 | $162,821-96.4% | $133,978-95.7% | $158,982-96.4% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 333.95% | 41.95%+292.0pp | 45.10%+288.9pp | 302.99%+31.0pp |
| Employer contribution / active EE | $46 | $4,976-99.1% | $3,919-98.8% | $4,763-99.0% |
| Participant deferral / active EE | $4,357 | $5,910-26.3% | $5,047-13.7% | $5,983-27.2% |
| Admin fee / account holder | $24 | $11,742-99.8% | $8,930-99.7% | $11,252-99.8% |