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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 | $14,696 | $148,623-90.1% | $135,974-89.2% | $139,466-89.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 26.68% | 79.30%-52.6pp | 68.30%-41.6pp | 373.66%-347.0pp |
| Employer contribution / active EE | $445 | $5,246-91.5% | $4,859-90.8% | $4,754-90.6% |
| Participant deferral / active EE | $6,576 | $8,103-18.8% | $7,760-15.3% | $6,712-2.0% |
| Admin fee / account holder | $43 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |