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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 | $15,946 | $181,896-91.2% | $156,551-89.8% | $273,972-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.31% | 30.74%-26.4pp | 32.23%-27.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $607 | $6,248-90.3% | $5,501-89.0% | $4,869-87.5% |
| Participant deferral / active EE | $3,272 | $5,550-41.1% | $4,871-32.8% | $5,287-38.1% |
| Admin fee / account holder | $9 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |