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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 | $14,586 | $217,432-93.3% | $185,851-92.2% | $167,553-91.3% |
| Participation rate | 93.8% | 86.1%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 13.93% | 148.43%-134.5pp | 122.11%-108.2pp | 478.89%-465.0pp |
| Employer contribution / active EE | $640 | $5,874-89.1% | $5,168-87.6% | $4,840-86.8% |
| Participant deferral / active EE | $5,817 | $6,357-8.5% | $5,569+4.5% | $6,343-8.3% |
| Admin fee / account holder | $34 | $19,820-99.8% | $16,245-99.8% | $12,316-99.7% |