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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 | $14,600 | $175,259-91.7% | $149,723-90.2% | $139,487-89.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.66% | 166.82%-150.2pp | 134.50%-117.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $817 | $5,478-85.1% | $4,821-83.1% | $4,755-82.8% |
| Participant deferral / active EE | $2,477 | $6,522-62.0% | $5,682-56.4% | $6,713-63.1% |
| Admin fee / account holder | $287 | $16,158-98.2% | $13,215-97.8% | $11,407-97.5% |