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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 | $3,857 | $183,592-97.9% | $155,574-97.5% | $145,877-97.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.09% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $874 | $5,317-83.6% | $4,676-81.3% | $4,663-81.3% |
| Participant deferral / active EE | $2,147 | $6,466-66.8% | $5,629-61.9% | $6,691-67.9% |
| Admin fee / account holder | $124 | $19,316-99.4% | $15,914-99.2% | $13,402-99.1% |