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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 | $13,283 | $165,381-92.0% | $149,730-91.1% | $158,966-91.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 24.81% | 348.29%-323.5pp | 276.70%-251.9pp | 302.95%-278.1pp |
| Employer contribution / active EE | $827 | $5,104-83.8% | $4,645-82.2% | $4,762-82.6% |
| Participant deferral / active EE | $5,510 | $7,182-23.3% | $6,843-19.5% | $5,983-7.9% |
| Admin fee / account holder | $5 | $10,809-100.0% | $9,310-99.9% | $11,250-100.0% |