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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 | $16,900 | $217,432-92.2% | $185,849-90.9% | $167,536-89.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.44% | 148.42%-121.0pp | 122.10%-94.7pp | 478.82%-451.4pp |
| Employer contribution / active EE | $975 | $5,875-83.4% | $5,169-81.1% | $4,839-79.9% |
| Participant deferral / active EE | $8,502 | $6,357+33.7% | $5,569+52.7% | $6,342+34.0% |
| Admin fee / account holder | $144 | $19,818-99.3% | $16,244-99.1% | $12,315-98.8% |