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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 | $13,441 | $209,425-93.6% | $178,499-92.5% | $158,966-91.5% |
| Participation rate | 94.1% | 86.4%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 10.36% | 188.80%-178.4pp | 151.10%-140.7pp | 302.95%-292.6pp |
| Employer contribution / active EE | $1,035 | $5,707-81.9% | $5,011-79.3% | $4,762-78.3% |
| Participant deferral / active EE | $3,161 | $5,955-46.9% | $5,202-39.2% | $5,983-47.2% |
| Admin fee / account holder | $45 | $17,078-99.7% | $13,986-99.7% | $11,250-99.6% |