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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 | $10,466 | $175,259-94.0% | $149,723-93.0% | $139,487-92.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.59% | 166.82%-145.2pp | 134.50%-112.9pp | 373.84%-352.3pp |
| Employer contribution / active EE | $1,052 | $5,478-80.8% | $4,821-78.2% | $4,755-77.9% |
| Participant deferral / active EE | $4,836 | $6,522-25.9% | $5,682-14.9% | $6,713-28.0% |
| Admin fee / account holder | $88 | $16,158-99.5% | $13,215-99.3% | $11,407-99.2% |