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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 | $21,530 | $197,637-89.1% | $177,848-87.9% | $158,982-86.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 26.36% | 58.77%-32.4pp | 48.33%-22.0pp | 302.99%-276.6pp |
| Employer contribution / active EE | $561 | $6,698-91.6% | $5,919-90.5% | $4,763-88.2% |
| Participant deferral / active EE | $3,250 | $8,405-61.3% | $7,714-57.9% | $5,983-45.7% |
| Admin fee / account holder | $19 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |