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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 | $9,834 | $175,231-94.4% | $149,696-93.4% | $139,466-92.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 44.94% | 166.77%-121.8pp | 134.46%-89.5pp | 373.66%-328.7pp |
| Employer contribution / active EE | $188 | $5,478-96.6% | $4,821-96.1% | $4,754-96.0% |
| Participant deferral / active EE | $4,755 | $6,521-27.1% | $5,682-16.3% | $6,712-29.2% |
| Admin fee / account holder | $214 | $16,155-98.7% | $13,212-98.4% | $11,409-98.1% |