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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 | $15,863 | $227,291-93.0% | $214,702-92.6% | $155,188-89.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 25.67% | 60.08%-34.4pp | 54.55%-28.9pp | 148.84%-123.2pp |
| Employer contribution / active EE | $1,055 | $6,772-84.4% | $6,461-83.7% | $4,248-75.2% |
| Participant deferral / active EE | $5,580 | $9,582-41.8% | $9,147-39.0% | $6,531-14.6% |
| Admin fee / account holder | $28 | $20,413-99.9% | $19,830-99.9% | $14,480-99.8% |