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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 | $11,581 | $192,829-94.0% | $142,516-91.9% | $139,487-91.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 18.07%-18.1pp | 20.03%-20.0pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,164 | $5,808-80.0% | $4,849-76.0% | $4,755-75.5% |
| Participant deferral / active EE | $9,850 | $7,200+36.8% | $6,280+56.9% | $6,713+46.7% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,008-100.0% | $11,407-100.0% |