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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 | $19,140 | $87,834-78.2% | $133,975-85.7% | $62,881-69.6% |
| Participation rate | 74.1% | 83.4%-9.3pp | 87.1%-13.0pp | 69.3%+4.8pp |
| Annual return | 21.49% | 12.05%+9.4pp | 29.29%-7.8pp | 20.14%+1.3pp |
| Employer contribution / active EE | $846 | $3,482-75.7% | $5,211-83.8% | $2,281-62.9% |
| Participant deferral / active EE | $7,779 | $4,812+61.7% | $6,282+23.8% | $3,203+142.9% |
| Admin fee / account holder | $0 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |