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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 | $4,039 | $96,419-95.8% | $80,648-95.0% | $139,487-97.1% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 28.36% | 1352.86%-1324.5pp | 937.21%-908.9pp | 373.84%-345.5pp |
| Employer contribution / active EE | $327 | $3,261-90.0% | $2,724-88.0% | $4,755-93.1% |
| Participant deferral / active EE | $1,894 | $5,225-63.8% | $4,443-57.4% | $6,713-71.8% |
| Admin fee / account holder | $49 | $6,605-99.3% | $5,382-99.1% | $11,407-99.6% |