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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 | $7,339 | $49,249-85.1% | $70,476-89.6% | $79,852-90.8% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 25.15% | 30.09%-4.9pp | 109.12%-84.0pp | 31.72%-6.6pp |
| Employer contribution / active EE | $310 | $2,100-85.3% | $2,738-88.7% | $2,471-87.5% |
| Participant deferral / active EE | $2,534 | $2,769-8.5% | $3,710-31.7% | $3,740-32.3% |
| Admin fee / account holder | $98 | $2,878-96.6% | $3,847-97.5% | $5,306-98.2% |