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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 | $12,469 | $202,345-93.8% | $172,755-92.8% | $152,885-91.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 20.43% | 1029.77%-1009.3pp | 802.94%-782.5pp | 345.39%-325.0pp |
| Employer contribution / active EE | $1,073 | $5,858-81.7% | $5,144-79.1% | $4,763-77.5% |
| Participant deferral / active EE | $3,025 | $5,948-49.2% | $5,198-41.8% | $5,851-48.3% |
| Admin fee / account holder | $122 | $17,111-99.3% | $13,955-99.1% | $11,598-98.9% |