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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 | $8,060 | $183,516-95.6% | $155,534-94.8% | $145,884-94.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.73% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $713 | $5,315-86.6% | $4,675-84.7% | $4,662-84.7% |
| Participant deferral / active EE | $2,052 | $6,467-68.3% | $5,630-63.5% | $6,690-69.3% |
| Admin fee / account holder | $26 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |