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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 | $10,560 | $156,398-93.2% | $147,318-92.8% | $138,895-92.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.58% | 78.75%-56.2pp | 70.43%-47.9pp | 145.39%-122.8pp |
| Employer contribution / active EE | $354 | $4,853-92.7% | $4,593-92.3% | $4,194-91.6% |
| Participant deferral / active EE | $3,157 | $8,237-61.7% | $7,906-60.1% | $6,396-50.6% |
| Admin fee / account holder | $76 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |