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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 | $212,386-92.5% | $199,883-92.1% | $138,895-88.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 25.67% | 47.75%-22.1pp | 43.81%-18.1pp | 145.39%-119.7pp |
| Employer contribution / active EE | $1,055 | $6,625-84.1% | $6,261-83.2% | $4,194-74.9% |
| Participant deferral / active EE | $5,580 | $9,617-42.0% | $9,138-38.9% | $6,396-12.8% |
| Admin fee / account holder | $28 | $18,233-99.8% | $17,268-99.8% | $12,562-99.8% |