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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 | $4,951 | $174,379-97.2% | $152,093-96.7% | $138,895-96.4% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 47.31% | 74.86%-27.5pp | 66.36%-19.0pp | 145.39%-98.1pp |
| Employer contribution / active EE | $881 | $4,652-81.1% | $4,175-78.9% | $4,194-79.0% |
| Participant deferral / active EE | $3,803 | $6,159-38.3% | $5,451-30.2% | $6,396-40.5% |
| Admin fee / account holder | $11 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |