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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 | $4,746 | $156,398-97.0% | $147,318-96.8% | $138,895-96.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.09% | 78.75%-56.7pp | 70.43%-48.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $92 | $4,853-98.1% | $4,593-98.0% | $4,194-97.8% |
| Participant deferral / active EE | $2,486 | $8,237-69.8% | $7,906-68.6% | $6,396-61.1% |
| Admin fee / account holder | $292 | $14,976-98.1% | $13,708-97.9% | $12,562-97.7% |