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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 | $18,107 | $209,422-91.4% | $178,503-89.9% | $158,982-88.6% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 22.46% | 188.81%-166.3pp | 151.12%-128.7pp | 302.99%-280.5pp |
| Employer contribution / active EE | $988 | $5,707-82.7% | $5,011-80.3% | $4,763-79.3% |
| Participant deferral / active EE | $2,488 | $5,955-58.2% | $5,202-52.2% | $5,983-58.4% |
| Admin fee / account holder | $268 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |