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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 | $16,329 | $212,777-92.3% | $173,703-90.6% | $198,609-91.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.01% | 18.82%+1.2pp | 17.46%+2.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $916 | $5,214-82.4% | $4,288-78.6% | $5,055-81.9% |
| Participant deferral / active EE | $6,425 | $5,697+12.8% | $4,854+32.4% | $6,977-7.9% |
| Admin fee / account holder | $292 | $19,536-98.5% | $15,562-98.1% | $19,030-98.5% |