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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 | $23,315 | $113,941-79.5% | $94,229-75.3% | $125,389-81.4% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | -0.71% | 5.29%-6.0pp | 10.68%-11.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $633 | $4,727-86.6% | $3,587-82.4% | $4,866-87.0% |
| Participant deferral / active EE | $1,702 | $5,179-67.1% | $4,320-60.6% | $5,352-68.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |