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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 | $19,822 | $176,105-88.7% | $159,474-87.6% | $167,536-88.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.69% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $945 | $5,299-82.2% | $4,831-80.4% | $4,839-80.5% |
| Participant deferral / active EE | $2,684 | $7,751-65.4% | $7,353-63.5% | $6,342-57.7% |
| Admin fee / account holder | $35 | $12,559-99.7% | $10,802-99.7% | $12,315-99.7% |