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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 | $22,249 | $217,432-89.8% | $185,851-88.0% | $167,553-86.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.22% | 148.43%-133.2pp | 122.11%-106.9pp | 478.89%-463.7pp |
| Employer contribution / active EE | $1,100 | $5,874-81.3% | $5,168-78.7% | $4,840-77.3% |
| Participant deferral / active EE | $2,800 | $6,357-56.0% | $5,569-49.7% | $6,343-55.9% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |