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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 | $4,927 | $99,345-95.0% | $84,753-94.2% | $273,970-98.2% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 13.15% | 22.93%-9.8pp | 22.78%-9.6pp | 41.46%-28.3pp |
| Employer contribution / active EE | $549 | $4,214-87.0% | $3,574-84.6% | $4,869-88.7% |
| Participant deferral / active EE | $2,446 | $4,270-42.7% | $3,712-34.1% | $5,287-53.7% |
| Admin fee / account holder | $108 | $6,645-98.4% | $5,333-98.0% | $10,132-98.9% |