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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 | $18,390 | $165,381-88.9% | $149,730-87.7% | $158,966-88.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.20% | 348.29%-319.1pp | 276.70%-247.5pp | 302.95%-273.8pp |
| Employer contribution / active EE | $750 | $5,104-85.3% | $4,645-83.9% | $4,762-84.3% |
| Participant deferral / active EE | $8,000 | $7,182+11.4% | $6,843+16.9% | $5,983+33.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |