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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 | $12,057 | $139,948-91.4% | $121,663-90.1% | $154,746-92.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 21.17% | 230.52%-209.3pp | 147.54%-126.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $273 | $3,521-92.3% | $3,020-91.0% | $4,379-93.8% |
| Participant deferral / active EE | $3,571 | $5,629-36.6% | $4,887-26.9% | $6,730-46.9% |
| Admin fee / account holder | $186 | $17,321-98.9% | $14,289-98.7% | $14,365-98.7% |