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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 | $6,993 | $175,231-96.0% | $149,696-95.3% | $139,466-95.0% |
| Participation rate | 73.3% | 83.4%-10.1pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 29.11% | 166.77%-137.7pp | 134.46%-105.3pp | 373.66%-344.6pp |
| Employer contribution / active EE | $865 | $5,478-84.2% | $4,821-82.1% | $4,754-81.8% |
| Participant deferral / active EE | $2,089 | $6,521-68.0% | $5,682-63.2% | $6,712-68.9% |
| Admin fee / account holder | $117 | $16,155-99.3% | $13,212-99.1% | $11,409-99.0% |