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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 | $129,128 | $468,795-72.5% | $224,876-42.6% | $468,795-72.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 66.7%+33.3pp | 85.5%+14.5pp |
| Annual return | 25.69% | 39.95%-14.3pp | 199.78%-174.1pp | 39.95%-14.3pp |
| Employer contribution / active EE | $2,363 | $28,085-91.6% | $12,420-81.0% | $28,085-91.6% |
| Participant deferral / active EE | $8,250 | $10,110-18.4% | $2,784+196.3% | $10,110-18.4% |
| Admin fee / account holder | $0 | $8,110-100.0% | $472-100.0% | $8,110-100.0% |