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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 | $18,700 | $181,896-89.7% | $156,551-88.1% | $273,972-93.2% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 10.60% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $768 | $6,248-87.7% | $5,501-86.0% | $4,869-84.2% |
| Participant deferral / active EE | $6,799 | $5,550+22.5% | $4,871+39.6% | $5,287+28.6% |
| Admin fee / account holder | $185 | $15,560-98.8% | $13,028-98.6% | $10,133-98.2% |