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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 | $17,319 | $209,425-91.7% | $178,499-90.3% | $158,966-89.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.98% | 188.80%-168.8pp | 151.10%-131.1pp | 302.95%-283.0pp |
| Employer contribution / active EE | $968 | $5,707-83.0% | $5,011-80.7% | $4,762-79.7% |
| Participant deferral / active EE | $3,904 | $5,955-34.4% | $5,202-25.0% | $5,983-34.7% |
| Admin fee / account holder | $9 | $17,078-100.0% | $13,986-99.9% | $11,250-99.9% |