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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 | $10,279 | $226,105-95.5% | $182,540-94.4% | $152,897-93.3% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.5%+6.4pp |
| Annual return | 22.72% | 192.58%-169.9pp | 148.58%-125.9pp | 345.43%-322.7pp |
| Employer contribution / active EE | $268 | $4,978-94.6% | $4,076-93.4% | $4,764-94.4% |
| Participant deferral / active EE | $2,157 | $6,370-66.1% | $5,525-61.0% | $5,851-63.1% |
| Admin fee / account holder | $159 | $10,706-98.5% | $8,593-98.1% | $11,599-98.6% |