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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 | $14,277 | $209,425-93.2% | $178,499-92.0% | $158,966-91.0% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 36.50% | 188.80%-152.3pp | 151.10%-114.6pp | 302.95%-266.4pp |
| Employer contribution / active EE | $511 | $5,707-91.1% | $5,011-89.8% | $4,762-89.3% |
| Participant deferral / active EE | $2,956 | $5,955-50.4% | $5,202-43.2% | $5,983-50.6% |
| Admin fee / account holder | $190 | $17,078-98.9% | $13,986-98.6% | $11,250-98.3% |