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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 | $25,981 | $209,425-87.6% | $178,499-85.4% | $158,966-83.7% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 16.31% | 188.80%-172.5pp | 151.10%-134.8pp | 302.95%-286.6pp |
| Employer contribution / active EE | $971 | $5,707-83.0% | $5,011-80.6% | $4,762-79.6% |
| Participant deferral / active EE | $2,713 | $5,955-54.4% | $5,202-47.8% | $5,983-54.7% |
| Admin fee / account holder | $2 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |