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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 | $27,523 | $181,896-84.9% | $156,551-82.4% | $273,972-90.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.52% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,212 | $6,248-80.6% | $5,501-78.0% | $4,869-75.1% |
| Participant deferral / active EE | $2,605 | $5,550-53.1% | $4,871-46.5% | $5,287-50.7% |
| Admin fee / account holder | $9 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |