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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 | $11,126 | $198,457-94.4% | $170,435-93.5% | $147,586-92.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.74% | 257.30%-233.6pp | 205.94%-182.2pp | 578.59%-554.9pp |
| Employer contribution / active EE | $1,287 | $6,183-79.2% | $5,432-76.3% | $4,876-73.6% |
| Participant deferral / active EE | $2,676 | $5,629-52.5% | $4,939-45.8% | $5,439-50.8% |
| Admin fee / account holder | $152 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |