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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 | $12,484 | $154,228-91.9% | $145,433-91.4% | $137,256-90.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.56% | 74.59%-45.0pp | 66.58%-37.0pp | 220.34%-190.8pp |
| Employer contribution / active EE | $636 | $4,804-86.8% | $4,554-86.0% | $4,156-84.7% |
| Participant deferral / active EE | $5,678 | $8,216-30.9% | $7,897-28.1% | $6,407-11.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |