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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 | $15,884 | $209,428-92.4% | $178,498-91.1% | $158,950-90.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.39% | 188.78%-177.4pp | 151.09%-139.7pp | 302.91%-291.5pp |
| Employer contribution / active EE | $396 | $5,707-93.1% | $5,011-92.1% | $4,762-91.7% |
| Participant deferral / active EE | $2,537 | $5,955-57.4% | $5,202-51.2% | $5,983-57.6% |
| Admin fee / account holder | $4 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |