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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 | $21,589 | $183,988-88.3% | $162,177-86.7% | $152,897-85.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 30.91% | 150.79%-119.9pp | 115.60%-84.7pp | 345.43%-314.5pp |
| Employer contribution / active EE | $1,042 | $6,370-83.6% | $5,613-81.4% | $4,764-78.1% |
| Participant deferral / active EE | $5,578 | $8,032-30.6% | $7,297-23.6% | $5,851-4.7% |
| Admin fee / account holder | $129 | $13,123-99.0% | $10,843-98.8% | $11,599-98.9% |