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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 | $13,644 | $51,283-73.4% | $95,740-85.7% | $71,511-80.9% |
| Participation rate | 71.7% | 63.1%+8.6pp | 72.3%-0.6pp | 67.9%+3.7pp |
| Annual return | 18.13% | 25.25%-7.1pp | 28.41%-10.3pp | 28.86%-10.7pp |
| Employer contribution / active EE | $226 | $1,817-87.5% | $2,836-92.0% | $2,589-91.3% |
| Participant deferral / active EE | $1,862 | $3,365-44.7% | $4,244-56.1% | $4,291-56.6% |
| Admin fee / account holder | $242 | $1,135-78.7% | $5,676-95.7% | $1,588-84.8% |