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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 | $18,002 | $197,625-90.9% | $177,840-89.9% | $158,966-88.7% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $454 | $6,698-93.2% | $5,919-92.3% | $4,762-90.5% |
| Participant deferral / active EE | $12,047 | $8,405+43.3% | $7,714+56.2% | $5,983+101.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |