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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 | $25,110 | $227,399-89.0% | $189,758-86.8% | $198,609-87.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.91% | 61.03%-50.1pp | 52.62%-41.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $1,438 | $5,526-74.0% | $4,767-69.8% | $5,055-71.6% |
| Participant deferral / active EE | $7,143 | $6,837+4.5% | $5,856+22.0% | $6,977+2.4% |
| Admin fee / account holder | $49 | $25,162-99.8% | $20,388-99.8% | $19,030-99.7% |