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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 | $18,170 | $176,120-89.7% | $159,487-88.6% | $167,553-89.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.79% | 331.95%-315.2pp | 263.71%-246.9pp | 478.89%-462.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,583 | $7,752+36.5% | $7,354+43.9% | $6,343+66.9% |
| Admin fee / account holder | $193 | $12,561-98.5% | $10,804-98.2% | $12,316-98.4% |