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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 | $15,032 | $93,589-83.9% | $135,942-88.9% | $75,181-80.0% |
| Participation rate | 75.3% | 75.2%+0.1pp | 81.9%-6.7pp | 67.2%+8.1pp |
| Annual return | 33.67% | 30.90%+2.8pp | 68.28%-34.6pp | 160.69%-127.0pp |
| Employer contribution / active EE | $753 | $3,537-78.7% | $4,858-84.5% | $2,671-71.8% |
| Participant deferral / active EE | $4,088 | $6,405-36.2% | $7,759-47.3% | $4,126-0.9% |
| Admin fee / account holder | $264 | $6,977-96.2% | $10,764-97.5% | $5,650-95.3% |