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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 | $215,514 | $358,152-39.8% | $345,870-37.7% | $461,066-53.3% |
| Participation rate | 100.0% | 90.7%+9.3pp | 91.2%+8.8pp | 87.7%+12.3pp |
| Annual return | 32.98% | -10.67%+43.7pp | -10.24%+43.2pp | 484.84%-451.9pp |
| Employer contribution / active EE | $7,500 | $6,073+23.5% | $5,845+28.3% | $9,163-18.1% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $2,984-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $35,126-100.0% | $33,207-100.0% | $28,147-100.0% |