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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 | $13,915 | $181,896-92.4% | $156,551-91.1% | $273,972-94.9% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 11.71% | 30.74%-19.0pp | 32.23%-20.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,057 | $6,248-83.1% | $5,501-80.8% | $4,869-78.3% |
| Participant deferral / active EE | $3,661 | $5,550-34.0% | $4,871-24.8% | $5,287-30.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |