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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 | $15,073 | $148,582-89.9% | $135,942-88.9% | $139,456-89.2% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 199.80% | 79.26%+120.5pp | 68.28%+131.5pp | 373.45%-173.6pp |
| Employer contribution / active EE | $661 | $5,245-87.4% | $4,858-86.4% | $4,753-86.1% |
| Participant deferral / active EE | $5,523 | $8,101-31.8% | $7,759-28.8% | $6,711-17.7% |
| Admin fee / account holder | $64 | $12,402-99.5% | $10,764-99.4% | $11,407-99.4% |