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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 | $11,121 | $209,422-94.7% | $178,503-93.8% | $158,982-93.0% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 12.80% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $598 | $5,707-89.5% | $5,011-88.1% | $4,763-87.5% |
| Participant deferral / active EE | $2,177 | $5,955-63.4% | $5,202-58.2% | $5,983-63.6% |
| Admin fee / account holder | $48 | $17,079-99.7% | $13,987-99.7% | $11,252-99.6% |