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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 | $7,155 | $157,829-95.5% | $136,867-94.8% | $198,609-96.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 23.56% | 51.25%-27.7pp | 42.97%-19.4pp | 202.70%-179.1pp |
| Employer contribution / active EE | $496 | $3,923-87.4% | $3,547-86.0% | $5,055-90.2% |
| Participant deferral / active EE | $1,812 | $5,463-66.8% | $4,924-63.2% | $6,977-74.0% |
| Admin fee / account holder | $14 | $11,107-99.9% | $10,340-99.9% | $19,030-99.9% |