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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 | $14,827 | $138,385-89.3% | $184,243-92.0% | $80,925-81.7% |
| Participation rate | 82.1% | 83.9%-1.8pp | 86.8%-4.7pp | 67.7%+14.5pp |
| Annual return | 15.96% | 20.02%-4.1pp | 28.82%-12.9pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,058 | $4,851-78.2% | $6,427-83.5% | $2,756-61.6% |
| Participant deferral / active EE | $3,142 | $7,075-55.6% | $9,132-65.6% | $4,299-26.9% |
| Admin fee / account holder | $189 | $10,489-98.2% | $13,914-98.6% | $6,940-97.3% |