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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 | $26,350 | $181,896-85.5% | $156,551-83.2% | $273,972-90.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.71% | 30.74%-19.0pp | 32.23%-20.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,308 | $6,248-79.1% | $5,501-76.2% | $4,869-73.1% |
| Participant deferral / active EE | $3,035 | $5,550-45.3% | $4,871-37.7% | $5,287-42.6% |
| Admin fee / account holder | $155 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |