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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 | $124,980-91.8% | $108,359-90.6% | $154,746-93.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 39.38% | 45.00%-5.6pp | 36.89%+2.5pp | 172.34%-133.0pp |
| Employer contribution / active EE | $283 | $2,851-90.1% | $2,399-88.2% | $4,379-93.5% |
| Participant deferral / active EE | $5,833 | $4,743+23.0% | $4,137+41.0% | $6,730-13.3% |
| Admin fee / account holder | $62 | $11,502-99.5% | $9,741-99.4% | $14,365-99.6% |