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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 | $10,873 | $153,769-92.9% | $133,975-91.9% | $273,972-96.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 11.52% | 36.51%-25.0pp | 29.29%-17.8pp | 41.46%-29.9pp |
| Employer contribution / active EE | $847 | $6,029-86.0% | $5,211-83.7% | $4,869-82.6% |
| Participant deferral / active EE | $4,827 | $6,958-30.6% | $6,282-23.2% | $5,287-8.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |