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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 | $14,641 | $157,304-90.7% | $141,197-89.6% | $152,909-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.30% | 64.34%-25.0pp | 71.41%-32.1pp | 345.46%-306.2pp |
| Employer contribution / active EE | $718 | $5,263-86.4% | $4,736-84.8% | $4,764-84.9% |
| Participant deferral / active EE | $8,345 | $7,111+17.4% | $6,710+24.4% | $5,851+42.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |