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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 | $10,680 | $181,062-94.1% | $158,223-93.2% | $155,188-93.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 79.2%+14.5pp | 80.8%+12.9pp |
| Annual return | 22.85% | 57.39%-34.5pp | 52.09%-29.2pp | 148.84%-126.0pp |
| Employer contribution / active EE | $901 | $4,565-80.3% | $4,109-78.1% | $4,248-78.8% |
| Participant deferral / active EE | $2,153 | $6,134-64.9% | $5,467-60.6% | $6,531-67.0% |
| Admin fee / account holder | $92 | $18,825-99.5% | $16,047-99.4% | $14,480-99.4% |