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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 | $22,831 | $181,896-87.4% | $156,551-85.4% | $273,972-91.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 7.69% | 30.74%-23.1pp | 32.23%-24.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $442 | $6,248-92.9% | $5,501-92.0% | $4,869-90.9% |
| Participant deferral / active EE | $2,074 | $5,550-62.6% | $4,871-57.4% | $5,287-60.8% |
| Admin fee / account holder | $91 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |