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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 | $8,317 | $148,623-94.4% | $135,974-93.9% | $139,466-94.0% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 15.59% | 79.30%-63.7pp | 68.30%-52.7pp | 373.66%-358.1pp |
| Employer contribution / active EE | $923 | $5,246-82.4% | $4,859-81.0% | $4,754-80.6% |
| Participant deferral / active EE | $3,100 | $8,103-61.7% | $7,760-60.0% | $6,712-53.8% |
| Admin fee / account holder | -$154 | $12,406-101.2% | $10,767-101.4% | $11,409-101.4% |