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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 | $17,022 | $162,812-89.5% | $133,971-87.3% | $158,966-89.3% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 51.82% | 41.94%+9.9pp | 45.09%+6.7pp | 302.95%-251.1pp |
| Employer contribution / active EE | $774 | $4,976-84.4% | $3,919-80.2% | $4,762-83.7% |
| Participant deferral / active EE | $6,169 | $5,910+4.4% | $5,047+22.2% | $5,983+3.1% |
| Admin fee / account holder | $20 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |