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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 | $10,670 | $175,231-93.9% | $149,696-92.9% | $139,466-92.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 21.16% | 166.77%-145.6pp | 134.46%-113.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $772 | $5,478-85.9% | $4,821-84.0% | $4,754-83.8% |
| Participant deferral / active EE | $3,360 | $6,521-48.5% | $5,682-40.9% | $6,712-49.9% |
| Admin fee / account holder | $16 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |