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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 | $3,110 | $183,592-98.3% | $155,574-98.0% | $145,877-97.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 186.12% | 61.37%+124.7pp | 64.87%+121.3pp | 551.28%-365.2pp |
| Employer contribution / active EE | $962 | $5,317-81.9% | $4,676-79.4% | $4,663-79.4% |
| Participant deferral / active EE | $3,525 | $6,466-45.5% | $5,629-37.4% | $6,691-47.3% |
| Admin fee / account holder | $16 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |