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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 | $14,232 | $148,623-90.4% | $135,974-89.5% | $139,466-89.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.34% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $844 | $5,246-83.9% | $4,859-82.6% | $4,754-82.2% |
| Participant deferral / active EE | $6,000 | $8,103-26.0% | $7,760-22.7% | $6,712-10.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |