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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 | $21,484 | $197,603-89.1% | $177,827-87.9% | $158,950-86.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 26.97% | 58.76%-31.8pp | 48.32%-21.4pp | 302.91%-275.9pp |
| Employer contribution / active EE | $373 | $6,698-94.4% | $5,918-93.7% | $4,762-92.2% |
| Participant deferral / active EE | $10,441 | $8,404+24.2% | $7,713+35.4% | $5,983+74.5% |
| Admin fee / account holder | $118 | $15,402-99.2% | $12,429-99.0% | $11,248-98.9% |