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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 | $10,680 | $185,312-94.2% | $161,489-93.4% | $154,746-93.1% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 22.85% | 103.84%-81.0pp | 89.72%-66.9pp | 172.34%-149.5pp |
| Employer contribution / active EE | $901 | $4,769-81.1% | $4,268-78.9% | $4,379-79.4% |
| Participant deferral / active EE | $2,153 | $6,350-66.1% | $5,630-61.8% | $6,730-68.0% |
| Admin fee / account holder | $92 | $18,654-99.5% | $16,006-99.4% | $14,365-99.4% |