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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 | $226,135-96.8% | $182,558-96.1% | $152,909-95.3% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.5%+7.5pp |
| Annual return | 22.60% | 192.60%-170.0pp | 148.59%-126.0pp | 345.46%-322.9pp |
| Employer contribution / active EE | $466 | $4,979-90.6% | $4,076-88.6% | $4,764-90.2% |
| Participant deferral / active EE | $3,775 | $6,371-40.7% | $5,526-31.7% | $5,851-35.5% |
| Admin fee / account holder | $174 | $10,707-98.4% | $8,594-98.0% | $11,601-98.5% |