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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 | $17,921 | $202,342-91.1% | $172,753-89.6% | $152,909-88.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 26.21% | 1029.88%-1003.7pp | 803.00%-776.8pp | 345.46%-319.3pp |
| Employer contribution / active EE | $1,145 | $5,857-80.4% | $5,144-77.7% | $4,764-76.0% |
| Participant deferral / active EE | $5,007 | $5,948-15.8% | $5,198-3.7% | $5,851-14.4% |
| Admin fee / account holder | $16 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |