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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 | $8,746 | $157,296-94.4% | $141,191-93.8% | $152,897-94.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 32.35% | 64.34%-32.0pp | 71.41%-39.1pp | 345.43%-313.1pp |
| Employer contribution / active EE | $769 | $5,262-85.4% | $4,736-83.8% | $4,764-83.9% |
| Participant deferral / active EE | $2,706 | $7,111-61.9% | $6,710-59.7% | $5,851-53.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |