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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 | $22,128 | $181,896-87.8% | $156,551-85.9% | $273,972-91.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 8.59% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $895 | $6,248-85.7% | $5,501-83.7% | $4,869-81.6% |
| Participant deferral / active EE | $4,577 | $5,550-17.5% | $4,871-6.0% | $5,287-13.4% |
| Admin fee / account holder | $127 | $15,560-99.2% | $13,028-99.0% | $10,133-98.8% |