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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 | $4,484 | $93,346-95.2% | $71,796-93.8% | $273,972-98.4% |
| Participation rate | 77.8% | 76.5%+1.2pp | 69.1%+8.7pp | 83.0%-5.2pp |
| Annual return | 17.89% | 130.39%-112.5pp | 78.04%-60.1pp | 41.46%-23.6pp |
| Employer contribution / active EE | $189 | $2,733-93.1% | $1,924-90.2% | $4,869-96.1% |
| Participant deferral / active EE | $3,284 | $3,475-5.5% | $2,794+17.5% | $5,287-37.9% |
| Admin fee / account holder | $137 | $6,571-97.9% | $4,815-97.1% | $10,133-98.6% |