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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 | $8,184 | $183,516-95.5% | $155,534-94.7% | $145,884-94.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.86% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $971 | $5,315-81.7% | $4,675-79.2% | $4,662-79.2% |
| Participant deferral / active EE | $2,205 | $6,467-65.9% | $5,630-60.8% | $6,690-67.0% |
| Admin fee / account holder | $234 | $19,293-98.8% | $15,900-98.5% | $13,392-98.3% |