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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 | $23,361 | $197,625-88.2% | $177,840-86.9% | $158,966-85.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 35.28% | 58.76%-23.5pp | 48.32%-13.0pp | 302.95%-267.7pp |
| Employer contribution / active EE | $493 | $6,698-92.6% | $5,919-91.7% | $4,762-89.7% |
| Participant deferral / active EE | $10,963 | $8,405+30.4% | $7,714+42.1% | $5,983+83.2% |
| Admin fee / account holder | $16 | $15,405-99.9% | $12,431-99.9% | $11,250-99.9% |