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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 | $23,930 | $209,425-88.6% | $178,499-86.6% | $158,966-84.9% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 23.17% | 188.80%-165.6pp | 151.10%-127.9pp | 302.95%-279.8pp |
| Employer contribution / active EE | $1,064 | $5,707-81.4% | $5,011-78.8% | $4,762-77.7% |
| Participant deferral / active EE | $5,685 | $5,955-4.5% | $5,202+9.3% | $5,983-5.0% |
| Admin fee / account holder | $92 | $17,078-99.5% | $13,986-99.3% | $11,250-99.2% |