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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 | $14,924 | $157,276-90.5% | $141,177-89.4% | $152,885-90.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.03% | 64.33%-40.3pp | 71.40%-47.4pp | 345.39%-321.4pp |
| Employer contribution / active EE | $699 | $5,262-86.7% | $4,736-85.2% | $4,763-85.3% |
| Participant deferral / active EE | $4,782 | $7,110-32.7% | $6,710-28.7% | $5,851-18.3% |
| Admin fee / account holder | $5 | $12,123-100.0% | $10,263-99.9% | $11,598-100.0% |