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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 | $30,316 | $223,823-86.5% | $211,142-85.6% | $154,746-80.4% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 24.76% | 50.39%-25.6pp | 46.84%-22.1pp | 172.34%-147.6pp |
| Employer contribution / active EE | $1,354 | $6,787-80.1% | $6,442-79.0% | $4,379-69.1% |
| Participant deferral / active EE | $6,952 | $9,750-28.7% | $9,284-25.1% | $6,730+3.3% |
| Admin fee / account holder | $47 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |