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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 | $26,553 | $197,603-86.6% | $177,827-85.1% | $158,950-83.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.42% | 58.76%-35.3pp | 48.32%-24.9pp | 302.91%-279.5pp |
| Employer contribution / active EE | $1,191 | $6,698-82.2% | $5,918-79.9% | $4,762-75.0% |
| Participant deferral / active EE | $8,999 | $8,404+7.1% | $7,713+16.7% | $5,983+50.4% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |