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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 | $9,973 | $165,361-94.0% | $149,715-93.3% | $158,950-93.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 24.02% | 348.24%-324.2pp | 276.66%-252.6pp | 302.91%-278.9pp |
| Employer contribution / active EE | $195 | $5,103-96.2% | $4,645-95.8% | $4,762-95.9% |
| Participant deferral / active EE | $4,864 | $7,182-32.3% | $6,842-28.9% | $5,983-18.7% |
| Admin fee / account holder | $54 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |