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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 | $15,500 | $181,896-91.5% | $156,551-90.1% | $273,972-94.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.19% | 30.74%-19.6pp | 32.23%-21.0pp | 41.46%-30.3pp |
| Employer contribution / active EE | $1,151 | $6,248-81.6% | $5,501-79.1% | $4,869-76.4% |
| Participant deferral / active EE | $6,139 | $5,550+10.6% | $4,871+26.0% | $5,287+16.1% |
| Admin fee / account holder | $57 | $15,560-99.6% | $13,028-99.6% | $10,133-99.4% |