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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 | $20,514 | $198,457-89.7% | $170,435-88.0% | $147,586-86.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.23% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $625 | $6,183-89.9% | $5,432-88.5% | $4,876-87.2% |
| Participant deferral / active EE | $2,978 | $5,629-47.1% | $4,939-39.7% | $5,439-45.3% |
| Admin fee / account holder | $229 | $16,852-98.6% | $13,881-98.3% | $10,886-97.9% |