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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 | $10,224 | $115,225-91.1% | $100,712-89.8% | $138,895-92.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 39.38% | 40.35%-1.0pp | 33.27%+6.1pp | 145.39%-106.0pp |
| Employer contribution / active EE | $283 | $2,771-89.8% | $2,313-87.8% | $4,194-93.3% |
| Participant deferral / active EE | $5,833 | $4,699+24.1% | $4,085+42.8% | $6,396-8.8% |
| Admin fee / account holder | $62 | $10,844-99.4% | $9,256-99.3% | $12,562-99.5% |