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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 | $31,351 | $181,896-82.8% | $156,551-80.0% | $273,972-88.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.69% | 30.74%-18.1pp | 32.23%-19.5pp | 41.46%-28.8pp |
| Employer contribution / active EE | $410 | $6,248-93.4% | $5,501-92.5% | $4,869-91.6% |
| Participant deferral / active EE | $5,510 | $5,550-0.7% | $4,871+13.1% | $5,287+4.2% |
| Admin fee / account holder | $175 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |