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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 | $28,865 | $184,000-84.3% | $162,185-82.2% | $152,909-81.1% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.6%-6.3pp | 82.5%-1.2pp |
| Annual return | 21.20% | 150.80%-129.6pp | 115.61%-94.4pp | 345.46%-324.3pp |
| Employer contribution / active EE | $772 | $6,370-87.9% | $5,613-86.2% | $4,764-83.8% |
| Participant deferral / active EE | $3,232 | $8,033-59.8% | $7,297-55.7% | $5,851-44.8% |
| Admin fee / account holder | $19 | $13,124-99.9% | $10,844-99.8% | $11,601-99.8% |