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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 | $10,075 | $157,296-93.6% | $141,191-92.9% | $152,897-93.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 21.19% | 64.34%-43.1pp | 71.41%-50.2pp | 345.43%-324.2pp |
| Employer contribution / active EE | $415 | $5,262-92.1% | $4,736-91.2% | $4,764-91.3% |
| Participant deferral / active EE | $5,045 | $7,111-29.1% | $6,710-24.8% | $5,851-13.8% |
| Admin fee / account holder | $39 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |