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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 | $24,531 | $217,427-88.7% | $185,837-86.8% | $167,518-85.4% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 34.07% | 148.39%-114.3pp | 122.08%-88.0pp | 478.71%-444.6pp |
| Employer contribution / active EE | $725 | $5,874-87.7% | $5,168-86.0% | $4,838-85.0% |
| Participant deferral / active EE | $7,143 | $6,357+12.4% | $5,568+28.3% | $6,342+12.6% |
| Admin fee / account holder | $161 | $19,816-99.2% | $16,241-99.0% | $12,312-98.7% |