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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 | $6,940 | $185,312-96.3% | $161,489-95.7% | $154,746-95.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 13.08% | 103.84%-90.8pp | 89.72%-76.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $972 | $4,769-79.6% | $4,268-77.2% | $4,379-77.8% |
| Participant deferral / active EE | $2,865 | $6,350-54.9% | $5,630-49.1% | $6,730-57.4% |
| Admin fee / account holder | $89 | $18,654-99.5% | $16,006-99.4% | $14,365-99.4% |