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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 | $11,120 | $148,629-92.5% | $135,982-91.8% | $139,487-92.0% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 43.31% | 79.33%-36.0pp | 68.32%-25.0pp | 373.84%-330.5pp |
| Employer contribution / active EE | $971 | $5,247-81.5% | $4,859-80.0% | $4,755-79.6% |
| Participant deferral / active EE | $4,221 | $8,102-47.9% | $7,760-45.6% | $6,713-37.1% |
| Admin fee / account holder | $183 | $12,406-98.5% | $10,767-98.3% | $11,407-98.4% |