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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 | $19,321 | $176,120-89.0% | $159,487-87.9% | $167,553-88.5% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 40.55% | 331.95%-291.4pp | 263.71%-223.2pp | 478.89%-438.3pp |
| Employer contribution / active EE | $933 | $5,299-82.4% | $4,831-80.7% | $4,840-80.7% |
| Participant deferral / active EE | $5,850 | $7,752-24.5% | $7,354-20.4% | $6,343-7.8% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |