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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 | $14,371 | $175,231-91.8% | $149,696-90.4% | $139,466-89.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 17.36% | 166.77%-149.4pp | 134.46%-117.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $1,030 | $5,478-81.2% | $4,821-78.6% | $4,754-78.3% |
| Participant deferral / active EE | $5,442 | $6,521-16.5% | $5,682-4.2% | $6,712-18.9% |
| Admin fee / account holder | $38 | $16,155-99.8% | $13,212-99.7% | $11,409-99.7% |