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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 | $25,142 | $185,883-86.5% | $170,043-85.2% | $139,466-82.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 37.73% | 60.54%-22.8pp | 53.40%-15.7pp | 373.66%-335.9pp |
| Employer contribution / active EE | $1,153 | $7,596-84.8% | $6,790-83.0% | $4,754-75.7% |
| Participant deferral / active EE | $15,219 | $11,626+30.9% | $10,410+46.2% | $6,712+126.7% |
| Admin fee / account holder | $273 | $15,393-98.2% | $12,824-97.9% | $11,409-97.6% |