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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 | $9,141 | $124,980-92.7% | $108,359-91.6% | $154,746-94.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 20.87% | 45.00%-24.1pp | 36.89%-16.0pp | 172.34%-151.5pp |
| Employer contribution / active EE | $502 | $2,851-82.4% | $2,399-79.1% | $4,379-88.5% |
| Participant deferral / active EE | $1,501 | $4,743-68.4% | $4,137-63.7% | $6,730-77.7% |
| Admin fee / account holder | $88 | $11,502-99.2% | $9,741-99.1% | $14,365-99.4% |