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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 | $25,707 | $275,752-90.7% | $256,809-90.0% | $198,609-87.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 22.23% | 34.81%-12.6pp | 32.73%-10.5pp | 202.70%-180.5pp |
| Employer contribution / active EE | $1,883 | $7,721-75.6% | $7,263-74.1% | $5,055-62.7% |
| Participant deferral / active EE | $9,817 | $10,037-2.2% | $9,520+3.1% | $6,977+40.7% |
| Admin fee / account holder | $35 | $25,716-99.9% | $25,146-99.9% | $19,030-99.8% |