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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 | $15,814 | $176,077-91.0% | $159,455-90.1% | $167,518-90.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.34% | 331.83%-318.5pp | 263.63%-250.3pp | 478.71%-465.4pp |
| Employer contribution / active EE | $933 | $5,298-82.4% | $4,830-80.7% | $4,838-80.7% |
| Participant deferral / active EE | $4,309 | $7,751-44.4% | $7,353-41.4% | $6,342-32.1% |
| Admin fee / account holder | $15 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |