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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 | $39,259 | $170,826-77.0% | $148,243-73.5% | $382,429-89.7% |
| Participation rate | 77.3% | 90.0%-12.7pp | 89.1%-11.8pp | 87.7%-10.5pp |
| Annual return | 17.00% | -11.36%+28.4pp | -8.20%+25.2pp | 248.85%-231.9pp |
| Employer contribution / active EE | $2,221 | $4,052-45.2% | $3,412-34.9% | $8,036-72.4% |
| Participant deferral / active EE | $5,131 | $3,976+29.1% | $4,089+25.5% | $5,727-10.4% |
| Admin fee / account holder | $104 | $9,356-98.9% | $7,881-98.7% | $30,732-99.7% |