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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 | $6,246 | $135,956-95.4% | $123,894-95.0% | $273,972-97.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 79.14% | 56.63%+22.5pp | 47.52%+31.6pp | 41.46%+37.7pp |
| Employer contribution / active EE | $423 | $5,170-91.8% | $4,617-90.8% | $4,869-91.3% |
| Participant deferral / active EE | $4,507 | $6,343-28.9% | $5,984-24.7% | $5,287-14.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |