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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 | $16,204 | $167,483-90.3% | $115,752-86.0% | $147,586-89.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 82.8%-2.8pp |
| Annual return | 18.47% | 12.11%+6.4pp | 19.41%-0.9pp | 578.59%-560.1pp |
| Employer contribution / active EE | $301 | $4,960-93.9% | $3,492-91.4% | $4,876-93.8% |
| Participant deferral / active EE | $3,140 | $7,037-55.4% | $5,204-39.7% | $5,439-42.3% |
| Admin fee / account holder | $44 | $13,069-99.7% | $6,278-99.3% | $10,886-99.6% |