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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 | $19,582 | $168,635-88.4% | $147,617-86.7% | $125,389-84.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 31.37% | 77.65%-46.3pp | 61.98%-30.6pp | 282.24%-250.9pp |
| Employer contribution / active EE | $1,064 | $6,252-83.0% | $5,564-80.9% | $4,866-78.1% |
| Participant deferral / active EE | $2,835 | $5,507-48.5% | $4,895-42.1% | $5,352-47.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |