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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 | $21,331 | $217,432-90.2% | $185,851-88.5% | $167,553-87.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.61% | 148.43%-123.8pp | 122.11%-97.5pp | 478.89%-454.3pp |
| Employer contribution / active EE | $356 | $5,874-93.9% | $5,168-93.1% | $4,840-92.6% |
| Participant deferral / active EE | $11,619 | $6,357+82.8% | $5,569+108.7% | $6,343+83.2% |
| Admin fee / account holder | $163 | $19,820-99.2% | $16,245-99.0% | $12,316-98.7% |