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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 | $44,276 | $263,436-83.2% | $305,030-85.5% | $254,173-82.6% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 24.99% | 288.76%-263.8pp | 380.66%-355.7pp | 259.17%-234.2pp |
| Employer contribution / active EE | $3,022 | $47,316-93.6% | $45,083-93.3% | $41,471-92.7% |
| Participant deferral / active EE | $25,996 | $279+9226.9% | $272+9451.3% | $153+16882.0% |
| Admin fee / account holder | $172 | $13,313-98.7% | $12,800-98.7% | $21,502-99.2% |