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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 | $9,467 | $148,582-93.6% | $135,942-93.0% | $139,456-93.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.98% | 79.26%-47.3pp | 68.28%-36.3pp | 373.45%-341.5pp |
| Employer contribution / active EE | $491 | $5,245-90.6% | $4,858-89.9% | $4,753-89.7% |
| Participant deferral / active EE | $6,136 | $8,101-24.3% | $7,759-20.9% | $6,711-8.6% |
| Admin fee / account holder | $11 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |