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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 | $20,641 | $135,956-84.8% | $123,894-83.3% | $273,972-92.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.04% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $781 | $5,170-84.9% | $4,617-83.1% | $4,869-84.0% |
| Participant deferral / active EE | $3,383 | $6,343-46.7% | $5,984-43.5% | $5,287-36.0% |
| Admin fee / account holder | $289 | $9,817-97.1% | $8,357-96.5% | $10,133-97.1% |