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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 | $13,346 | $185,312-92.8% | $161,489-91.7% | $154,746-91.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.75% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $741 | $4,769-84.5% | $4,268-82.6% | $4,379-83.1% |
| Participant deferral / active EE | $2,067 | $6,350-67.4% | $5,630-63.3% | $6,730-69.3% |
| Admin fee / account holder | $81 | $18,654-99.6% | $16,006-99.5% | $14,365-99.4% |