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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 | $12,039 | $110,212-89.1% | $96,534-87.5% | $139,466-91.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 22.85% | 26.42%-3.6pp | 25.88%-3.0pp | 373.66%-350.8pp |
| Employer contribution / active EE | $259 | $3,620-92.8% | $2,965-91.3% | $4,754-94.5% |
| Participant deferral / active EE | $3,713 | $5,547-33.1% | $4,851-23.5% | $6,712-44.7% |
| Admin fee / account holder | $94 | $11,599-99.2% | $8,253-98.9% | $11,409-99.2% |