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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 | $20,779 | $227,399-90.9% | $189,758-89.0% | $198,609-89.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.35% | 61.03%-38.7pp | 52.62%-30.3pp | 202.70%-180.4pp |
| Employer contribution / active EE | $851 | $5,526-84.6% | $4,767-82.1% | $5,055-83.2% |
| Participant deferral / active EE | $7,772 | $6,837+13.7% | $5,856+32.7% | $6,977+11.4% |
| Admin fee / account holder | $244 | $25,162-99.0% | $20,388-98.8% | $19,030-98.7% |