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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 | $6,496 | $209,405-96.9% | $178,486-96.4% | $158,931-95.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 53.48% | 188.77%-135.3pp | 151.08%-97.6pp | 302.86%-249.4pp |
| Employer contribution / active EE | $520 | $5,707-90.9% | $5,011-89.6% | $4,761-89.1% |
| Participant deferral / active EE | $2,445 | $5,954-58.9% | $5,202-53.0% | $5,982-59.1% |
| Admin fee / account holder | $20 | $17,076-99.9% | $13,985-99.9% | $11,247-99.8% |