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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 | $2,880 | $211,224-98.6% | $178,505-98.4% | $145,897-98.0% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 16.61% | 30.28%-13.7pp | 27.16%-10.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $19 | $4,577-99.6% | $3,955-99.5% | $4,663-99.6% |
| Participant deferral / active EE | $1,325 | $6,966-81.0% | $6,280-78.9% | $6,689-80.2% |
| Admin fee / account holder | $13 | $12,109-99.9% | $10,428-99.9% | $13,390-99.9% |