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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 | $26,468 | $209,425-87.4% | $178,499-85.2% | $158,966-83.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.61% | 188.80%-177.2pp | 151.10%-139.5pp | 302.95%-291.3pp |
| Employer contribution / active EE | $935 | $5,707-83.6% | $5,011-81.3% | $4,762-80.4% |
| Participant deferral / active EE | $3,480 | $5,955-41.6% | $5,202-33.1% | $5,983-41.8% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |