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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 | $5,682 | $148,629-96.2% | $135,982-95.8% | $139,487-95.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 38.99% | 79.33%-40.3pp | 68.32%-29.3pp | 373.84%-334.9pp |
| Employer contribution / active EE | $670 | $5,247-87.2% | $4,859-86.2% | $4,755-85.9% |
| Participant deferral / active EE | $2,504 | $8,102-69.1% | $7,760-67.7% | $6,713-62.7% |
| Admin fee / account holder | $72 | $12,406-99.4% | $10,767-99.3% | $11,407-99.4% |