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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 | $7,168 | $226,046-96.8% | $182,508-96.1% | $152,870-95.3% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.4%+7.6pp |
| Annual return | 22.60% | 192.52%-169.9pp | 148.54%-125.9pp | 345.34%-322.7pp |
| Employer contribution / active EE | $466 | $4,977-90.6% | $4,075-88.6% | $4,763-90.2% |
| Participant deferral / active EE | $3,775 | $6,368-40.7% | $5,525-31.7% | $5,850-35.5% |
| Admin fee / account holder | $174 | $10,704-98.4% | $8,592-98.0% | $11,597-98.5% |