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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 | $20,843 | $147,556-85.9% | $129,031-83.8% | $198,609-89.5% |
| Participation rate | 83.3% | 77.2%+6.1pp | 73.4%+10.0pp | 82.4%+1.0pp |
| Annual return | 10.83% | 37.41%-26.6pp | 34.67%-23.8pp | 202.70%-191.9pp |
| Employer contribution / active EE | $436 | $3,645-88.0% | $3,226-86.5% | $5,055-91.4% |
| Participant deferral / active EE | $3,409 | $5,760-40.8% | $5,217-34.7% | $6,977-51.1% |
| Admin fee / account holder | $236 | $15,467-98.5% | $13,208-98.2% | $19,030-98.8% |