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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 | $20,282 | $212,386-90.5% | $199,883-89.9% | $138,895-85.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $132 | $6,625-98.0% | $6,261-97.9% | $4,194-96.8% |
| Participant deferral / active EE | $20,163 | $9,617+109.7% | $9,138+120.6% | $6,396+215.2% |
| Admin fee / account holder | $166 | $18,233-99.1% | $17,268-99.0% | $12,562-98.7% |