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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 | $12,848 | $275,752-95.3% | $256,809-95.0% | $198,609-93.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 10.21% | 34.81%-24.6pp | 32.73%-22.5pp | 202.70%-192.5pp |
| Employer contribution / active EE | $1,701 | $7,721-78.0% | $7,263-76.6% | $5,055-66.4% |
| Participant deferral / active EE | $5,330 | $10,037-46.9% | $9,520-44.0% | $6,977-23.6% |
| Admin fee / account holder | $95 | $25,716-99.6% | $25,146-99.6% | $19,030-99.5% |