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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 | $14,851 | $181,896-91.8% | $156,551-90.5% | $273,972-94.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10743.03% | 30.74%+10712.3pp | 32.23%+10710.8pp | 41.46%+10701.6pp |
| Employer contribution / active EE | $1,126 | $6,248-82.0% | $5,501-79.5% | $4,869-76.9% |
| Participant deferral / active EE | $4,197 | $5,550-24.4% | $4,871-13.8% | $5,287-20.6% |
| Admin fee / account holder | $74 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |