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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 | $16,441 | $157,304-89.5% | $141,197-88.4% | $152,909-89.2% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 18.57% | 64.34%-45.8pp | 71.41%-52.8pp | 345.46%-326.9pp |
| Employer contribution / active EE | $910 | $5,263-82.7% | $4,736-80.8% | $4,764-80.9% |
| Participant deferral / active EE | $6,488 | $7,111-8.8% | $6,710-3.3% | $5,851+10.9% |
| Admin fee / account holder | $214 | $12,126-98.2% | $10,265-97.9% | $11,601-98.2% |