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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 | $17,967 | $209,428-91.4% | $178,498-89.9% | $158,950-88.7% |
| Participation rate | 70.0% | 86.4%-16.4pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 20.14% | 188.78%-168.6pp | 151.09%-131.0pp | 302.91%-282.8pp |
| Employer contribution / active EE | $993 | $5,707-82.6% | $5,011-80.2% | $4,762-79.1% |
| Participant deferral / active EE | $2,114 | $5,955-64.5% | $5,202-59.4% | $5,983-64.7% |
| Admin fee / account holder | $50 | $17,077-99.7% | $13,985-99.6% | $11,248-99.6% |