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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 | $11,992 | $73,978-83.8% | $96,515-87.6% | $75,173-84.0% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 22.78% | 26.72%-3.9pp | 35.73%-12.9pp | 160.72%-137.9pp |
| Employer contribution / active EE | $683 | $2,931-76.7% | $3,740-81.7% | $2,671-74.4% |
| Participant deferral / active EE | $1,588 | $3,660-56.6% | $4,880-67.4% | $4,126-61.5% |
| Admin fee / account holder | $157 | $5,219-97.0% | $6,735-97.7% | $5,651-97.2% |