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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 | $10,548 | $198,457-94.7% | $170,435-93.8% | $147,586-92.9% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 22.68% | 257.30%-234.6pp | 205.94%-183.3pp | 578.59%-555.9pp |
| Employer contribution / active EE | $1,052 | $6,183-83.0% | $5,432-80.6% | $4,876-78.4% |
| Participant deferral / active EE | $4,360 | $5,629-22.6% | $4,939-11.7% | $5,439-19.8% |
| Admin fee / account holder | $299 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |