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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 | $27,091 | $196,972-86.2% | $182,262-85.1% | $198,609-86.4% |
| Participation rate | 95.2% | 85.7%+9.5pp | 84.2%+11.0pp | 82.4%+12.9pp |
| Annual return | 19.24% | 158.27%-139.0pp | 140.60%-121.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $599 | $5,364-88.8% | $5,046-88.1% | $5,055-88.2% |
| Participant deferral / active EE | $3,933 | $8,643-54.5% | $8,276-52.5% | $6,977-43.6% |
| Admin fee / account holder | $100 | $18,429-99.5% | $16,712-99.4% | $19,030-99.5% |