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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 | $11,532 | $183,516-93.7% | $155,534-92.6% | $145,884-92.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 16.12% | 61.43%-45.3pp | 64.92%-48.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $851 | $5,315-84.0% | $4,675-81.8% | $4,662-81.7% |
| Participant deferral / active EE | $2,442 | $6,467-62.2% | $5,630-56.6% | $6,690-63.5% |
| Admin fee / account holder | $136 | $19,293-99.3% | $15,900-99.1% | $13,392-99.0% |