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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 | $16,961 | $160,040-89.4% | $147,096-88.5% | $145,877-88.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.54% | 98.49%-83.0pp | 419.75%-404.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $780 | $5,289-85.3% | $4,936-84.2% | $4,663-83.3% |
| Participant deferral / active EE | $4,426 | $8,429-47.5% | $8,071-45.2% | $6,691-33.8% |
| Admin fee / account holder | $278 | $15,050-98.2% | $13,005-97.9% | $13,402-97.9% |