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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 | $185,312-96.5% | $161,489-96.0% | $154,746-95.9% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 15.69% | 103.84%-88.2pp | 89.72%-74.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $500 | $4,769-89.5% | $4,268-88.3% | $4,379-88.6% |
| Participant deferral / active EE | $2,394 | $6,350-62.3% | $5,630-57.5% | $6,730-64.4% |
| Admin fee / account holder | $138 | $18,654-99.3% | $16,006-99.1% | $14,365-99.0% |