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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 | $12,269 | $162,821-92.5% | $133,978-90.8% | $158,982-92.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.29% | 41.95%-23.7pp | 45.10%-26.8pp | 302.99%-284.7pp |
| Employer contribution / active EE | $818 | $4,976-83.6% | $3,919-79.1% | $4,763-82.8% |
| Participant deferral / active EE | $2,437 | $5,910-58.8% | $5,047-51.7% | $5,983-59.3% |
| Admin fee / account holder | $233 | $11,742-98.0% | $8,930-97.4% | $11,252-97.9% |