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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 | $22,129 | $185,883-88.1% | $170,043-87.0% | $139,466-84.1% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.1pp |
| Annual return | 14.92% | 60.54%-45.6pp | 53.40%-38.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,319 | $7,596-82.6% | $6,790-80.6% | $4,754-72.3% |
| Participant deferral / active EE | $3,150 | $11,626-72.9% | $10,410-69.7% | $6,712-53.1% |
| Admin fee / account holder | $171 | $15,393-98.9% | $12,824-98.7% | $11,409-98.5% |