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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 | $17,853 | $217,432-91.8% | $185,851-90.4% | $167,553-89.3% |
| Participation rate | 86.7% | 86.1%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 11.11% | 148.43%-137.3pp | 122.11%-111.0pp | 478.89%-467.8pp |
| Employer contribution / active EE | $994 | $5,874-83.1% | $5,168-80.8% | $4,840-79.5% |
| Participant deferral / active EE | $3,606 | $6,357-43.3% | $5,569-35.2% | $6,343-43.1% |
| Admin fee / account holder | $292 | $19,820-98.5% | $16,245-98.2% | $12,316-97.6% |