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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 | $16,051 | $148,582-89.2% | $135,942-88.2% | $139,456-88.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 72.72% | 79.26%-6.5pp | 68.28%+4.4pp | 373.45%-300.7pp |
| Employer contribution / active EE | $792 | $5,245-84.9% | $4,858-83.7% | $4,753-83.3% |
| Participant deferral / active EE | $5,590 | $8,101-31.0% | $7,759-28.0% | $6,711-16.7% |
| Admin fee / account holder | $207 | $12,402-98.3% | $10,764-98.1% | $11,407-98.2% |