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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 | $21,849 | $209,422-89.6% | $178,503-87.8% | $158,982-86.3% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 23.24% | 188.81%-165.6pp | 151.12%-127.9pp | 302.99%-279.7pp |
| Employer contribution / active EE | $635 | $5,707-88.9% | $5,011-87.3% | $4,763-86.7% |
| Participant deferral / active EE | $5,877 | $5,955-1.3% | $5,202+13.0% | $5,983-1.8% |
| Admin fee / account holder | $89 | $17,079-99.5% | $13,987-99.4% | $11,252-99.2% |