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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 | $8,271 | $209,425-96.1% | $178,499-95.4% | $158,966-94.8% |
| Participation rate | 85.0% | 86.4%-1.4pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 24.02% | 188.80%-164.8pp | 151.10%-127.1pp | 302.95%-278.9pp |
| Employer contribution / active EE | $1,073 | $5,707-81.2% | $5,011-78.6% | $4,762-77.5% |
| Participant deferral / active EE | $2,988 | $5,955-49.8% | $5,202-42.6% | $5,983-50.1% |
| Admin fee / account holder | $58 | $17,078-99.7% | $13,986-99.6% | $11,250-99.5% |