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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 | $20,985 | $227,399-90.8% | $189,758-88.9% | $198,609-89.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 22.14% | 61.03%-38.9pp | 52.62%-30.5pp | 202.70%-180.6pp |
| Employer contribution / active EE | $1,508 | $5,526-72.7% | $4,767-68.4% | $5,055-70.2% |
| Participant deferral / active EE | $7,010 | $6,837+2.5% | $5,856+19.7% | $6,977+0.5% |
| Admin fee / account holder | $51 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |