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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 | $21,001 | $157,829-86.7% | $136,867-84.7% | $198,609-89.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 19.77% | 51.25%-31.5pp | 42.97%-23.2pp | 202.70%-182.9pp |
| Employer contribution / active EE | $216 | $3,923-94.5% | $3,547-93.9% | $5,055-95.7% |
| Participant deferral / active EE | $5,390 | $5,463-1.3% | $4,924+9.5% | $6,977-22.7% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |