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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 | $19,561 | $165,381-88.2% | $149,730-86.9% | $158,966-87.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 32.35% | 348.29%-315.9pp | 276.70%-244.3pp | 302.95%-270.6pp |
| Employer contribution / active EE | $582 | $5,104-88.6% | $4,645-87.5% | $4,762-87.8% |
| Participant deferral / active EE | $6,307 | $7,182-12.2% | $6,843-7.8% | $5,983+5.4% |
| Admin fee / account holder | $288 | $10,809-97.3% | $9,310-96.9% | $11,250-97.4% |