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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 | $24,932 | $180,462-86.2% | $154,111-83.8% | $135,379-81.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | 5.09% | 888.17%-883.1pp | 735.18%-730.1pp | 519.79%-514.7pp |
| Employer contribution / active EE | $591 | $6,036-90.2% | $5,298-88.8% | $4,779-87.6% |
| Participant deferral / active EE | $2,078 | $5,806-64.2% | $5,081-59.1% | $5,609-63.0% |
| Admin fee / account holder | $77 | $16,145-99.5% | $13,411-99.4% | $10,828-99.3% |