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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 | $6,401 | $172,111-96.3% | $150,298-95.7% | $137,256-95.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 15.69% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $500 | $4,636-89.2% | $4,154-88.0% | $4,156-88.0% |
| Participant deferral / active EE | $2,394 | $6,166-61.2% | $5,453-56.1% | $6,407-62.6% |
| Admin fee / account holder | $138 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |