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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 | $22,539 | $199,109-88.7% | $173,730-87.0% | $154,746-85.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 57.96% | 20.02%+37.9pp | 19.96%+38.0pp | 172.34%-114.4pp |
| Employer contribution / active EE | $695 | $5,311-86.9% | $4,577-84.8% | $4,379-84.1% |
| Participant deferral / active EE | $5,783 | $7,113-18.7% | $6,326-8.6% | $6,730-14.1% |
| Admin fee / account holder | $39 | $20,916-99.8% | $17,523-99.8% | $14,365-99.7% |