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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 | $7,355 | $117,829-93.8% | $102,423-92.8% | $145,877-95.0% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.5pp |
| Annual return | 20.45% | 31.83%-11.4pp | 29.42%-9.0pp | 551.28%-530.8pp |
| Employer contribution / active EE | $485 | $3,615-86.6% | $3,023-84.0% | $4,663-89.6% |
| Participant deferral / active EE | $2,433 | $5,732-57.6% | $5,054-51.9% | $6,691-63.6% |
| Admin fee / account holder | $23 | $13,335-99.8% | $9,455-99.8% | $13,402-99.8% |