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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 | $183,592-95.6% | $155,567-94.8% | $145,959-94.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.73% | 61.24%-45.5pp | 64.74%-49.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $713 | $5,315-86.6% | $4,674-84.7% | $4,661-84.7% |
| Participant deferral / active EE | $2,052 | $6,464-68.3% | $5,628-63.5% | $6,689-69.3% |
| Admin fee / account holder | $26 | $19,318-99.9% | $15,916-99.8% | $13,398-99.8% |