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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 | $8,659 | $165,399-94.8% | $149,745-94.2% | $158,982-94.6% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 15.67% | 348.34%-332.7pp | 276.72%-261.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $645 | $5,105-87.4% | $4,646-86.1% | $4,763-86.5% |
| Participant deferral / active EE | $4,087 | $7,183-43.1% | $6,843-40.3% | $5,983-31.7% |
| Admin fee / account holder | $113 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |