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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 | $183,592-93.7% | $155,574-92.6% | $145,877-92.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 16.12% | 61.37%-45.3pp | 64.87%-48.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $851 | $5,317-84.0% | $4,676-81.8% | $4,663-81.7% |
| Participant deferral / active EE | $2,442 | $6,466-62.2% | $5,629-56.6% | $6,691-63.5% |
| Admin fee / account holder | $136 | $19,316-99.3% | $15,914-99.1% | $13,402-99.0% |