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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 | $15,400 | $183,988-91.6% | $162,177-90.5% | $152,897-89.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.67% | 150.79%-131.1pp | 115.60%-95.9pp | 345.43%-325.8pp |
| Employer contribution / active EE | $656 | $6,370-89.7% | $5,613-88.3% | $4,764-86.2% |
| Participant deferral / active EE | $11,710 | $8,032+45.8% | $7,297+60.5% | $5,851+100.1% |
| Admin fee / account holder | $15 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |