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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 | $12,294 | $81,487-84.9% | $102,412-88.0% | $80,935-84.8% |
| Participation rate | 72.4% | 66.8%+5.6pp | 74.5%-2.1pp | 67.7%+4.8pp |
| Annual return | 17.52% | 25.60%-8.1pp | 24.94%-7.4pp | 35.66%-18.1pp |
| Employer contribution / active EE | $544 | $3,103-82.5% | $3,870-85.9% | $2,757-80.3% |
| Participant deferral / active EE | $2,372 | $3,871-38.7% | $5,060-53.1% | $4,299-44.8% |
| Admin fee / account holder | $15 | $6,717-99.8% | $8,388-99.8% | $6,924-99.8% |