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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 | $14,424 | $176,105-91.8% | $159,474-91.0% | $167,536-91.4% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 41.95% | 331.91%-290.0pp | 263.68%-221.7pp | 478.82%-436.9pp |
| Employer contribution / active EE | $73 | $5,299-98.6% | $4,831-98.5% | $4,839-98.5% |
| Participant deferral / active EE | $9,231 | $7,751+19.1% | $7,353+25.5% | $6,342+45.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |