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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 | $27,369 | $162,821-83.2% | $133,978-79.6% | $158,982-82.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 35.35% | 41.95%-6.6pp | 45.10%-9.7pp | 302.99%-267.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,000 | $5,910+103.0% | $5,047+137.7% | $5,983+100.6% |
| Admin fee / account holder | $182 | $11,742-98.4% | $8,930-98.0% | $11,252-98.4% |