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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 | $12,521 | $165,399-92.4% | $149,745-91.6% | $158,982-92.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 24.77% | 348.34%-323.6pp | 276.72%-252.0pp | 302.99%-278.2pp |
| Employer contribution / active EE | $335 | $5,105-93.4% | $4,646-92.8% | $4,763-93.0% |
| Participant deferral / active EE | $4,720 | $7,183-34.3% | $6,843-31.0% | $5,983-21.1% |
| Admin fee / account holder | $273 | $10,811-97.5% | $9,312-97.1% | $11,252-97.6% |