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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 | $21,834 | $209,422-89.6% | $178,503-87.8% | $158,982-86.3% |
| Participation rate | 81.0% | 86.4%-5.4pp | 81.9%-1.0pp | 82.0%-1.0pp |
| Annual return | 17.21% | 188.81%-171.6pp | 151.12%-133.9pp | 302.99%-285.8pp |
| Employer contribution / active EE | $1,062 | $5,707-81.4% | $5,011-78.8% | $4,763-77.7% |
| Participant deferral / active EE | $3,296 | $5,955-44.6% | $5,202-36.6% | $5,983-44.9% |
| Admin fee / account holder | $165 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |