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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 | $156,616-93.5% | $133,346-92.3% | $198,609-94.9% |
| Participation rate | 80.0% | 77.7%+2.3pp | 72.8%+7.2pp | 82.4%-2.4pp |
| Annual return | 39.38% | 44.25%-4.9pp | 36.85%+2.5pp | 202.70%-163.3pp |
| Employer contribution / active EE | $283 | $3,368-91.6% | $2,853-90.1% | $5,055-94.4% |
| Participant deferral / active EE | $5,833 | $4,920+18.6% | $4,332+34.6% | $6,977-16.4% |
| Admin fee / account holder | $62 | $17,468-99.6% | $14,264-99.6% | $19,030-99.7% |