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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 | $3,891 | $156,398-97.5% | $147,318-97.4% | $138,895-97.2% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 52.98% | 78.75%-25.8pp | 70.43%-17.5pp | 145.39%-92.4pp |
| Employer contribution / active EE | $799 | $4,853-83.5% | $4,593-82.6% | $4,194-80.9% |
| Participant deferral / active EE | $2,556 | $8,237-69.0% | $7,906-67.7% | $6,396-60.0% |
| Admin fee / account holder | $89 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |