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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 | $21,821 | $209,847-89.6% | $189,520-88.5% | $167,518-87.0% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 27.36% | 748.45%-721.1pp | 555.25%-527.9pp | 478.71%-451.3pp |
| Employer contribution / active EE | $108 | $6,913-98.4% | $6,161-98.2% | $4,838-97.8% |
| Participant deferral / active EE | $10,362 | $8,934+16.0% | $8,220+26.1% | $6,342+63.4% |
| Admin fee / account holder | $241 | $14,295-98.3% | $12,046-98.0% | $12,312-98.0% |