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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 | $18,682 | $165,399-88.7% | $149,745-87.5% | $158,982-88.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 55.28% | 348.34%-293.1pp | 276.72%-221.4pp | 302.99%-247.7pp |
| Employer contribution / active EE | $714 | $5,105-86.0% | $4,646-84.6% | $4,763-85.0% |
| Participant deferral / active EE | $7,340 | $7,183+2.2% | $6,843+7.3% | $5,983+22.7% |
| Admin fee / account holder | $275 | $10,811-97.5% | $9,312-97.1% | $11,252-97.6% |