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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 | $9,769 | $127,386-92.3% | $115,037-91.5% | $125,388-92.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.08% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $600 | $5,166-88.4% | $4,608-87.0% | $4,866-87.7% |
| Participant deferral / active EE | $2,556 | $6,423-60.2% | $6,026-57.6% | $5,352-52.2% |
| Admin fee / account holder | $57 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |