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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 | $7,912 | $175,231-95.5% | $149,696-94.7% | $139,466-94.3% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 16.73% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $535 | $5,478-90.2% | $4,821-88.9% | $4,754-88.7% |
| Participant deferral / active EE | $2,663 | $6,521-59.2% | $5,682-53.1% | $6,712-60.3% |
| Admin fee / account holder | $173 | $16,155-98.9% | $13,212-98.7% | $11,409-98.5% |