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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 | $29,440 | $181,896-83.8% | $156,551-81.2% | $273,972-89.3% |
| Participation rate | 84.2% | 88.4%-4.2pp | 84.0%+0.2pp | 83.0%+1.2pp |
| Annual return | 11.19% | 30.74%-19.5pp | 32.23%-21.0pp | 41.46%-30.3pp |
| Employer contribution / active EE | $1,286 | $6,248-79.4% | $5,501-76.6% | $4,869-73.6% |
| Participant deferral / active EE | $3,190 | $5,550-42.5% | $4,871-34.5% | $5,287-39.7% |
| Admin fee / account holder | $124 | $15,560-99.2% | $13,028-99.0% | $10,133-98.8% |