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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 | $19,251 | $144,130-86.6% | $117,861-83.7% | $147,586-87.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.92% | 531.20%-516.3pp | 335.11%-320.2pp | 578.59%-563.7pp |
| Employer contribution / active EE | $779 | $4,897-84.1% | $3,786-79.4% | $4,876-84.0% |
| Participant deferral / active EE | $3,416 | $5,316-35.7% | $4,482-23.8% | $5,439-37.2% |
| Admin fee / account holder | $80 | $10,887-99.3% | $8,021-99.0% | $10,886-99.3% |