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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 | $8,630 | $111,814-92.3% | $103,374-91.7% | $145,959-94.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 10.20% | 24.77%-14.6pp | 24.89%-14.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $625 | $4,214-85.2% | $3,869-83.8% | $4,661-86.6% |
| Participant deferral / active EE | $2,089 | $5,618-62.8% | $5,058-58.7% | $6,689-68.8% |
| Admin fee / account holder | $72 | $9,754-99.3% | $8,394-99.1% | $13,398-99.5% |