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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 | $13,357 | $159,978-91.7% | $147,041-90.9% | $145,978-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.84% | 98.36%-82.5pp | 419.21%-403.4pp | 550.52%-534.7pp |
| Employer contribution / active EE | $590 | $5,288-88.9% | $4,935-88.1% | $4,662-87.4% |
| Participant deferral / active EE | $5,142 | $8,429-39.0% | $8,071-36.3% | $6,690-23.1% |
| Admin fee / account holder | $187 | $15,053-98.8% | $13,006-98.6% | $13,400-98.6% |