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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 | $20,291 | $176,786-88.5% | $146,643-86.2% | $167,536-87.9% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.7pp |
| Annual return | 15.44% | 24.04%-8.6pp | 22.75%-7.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $342 | $5,161-93.4% | $4,137-91.7% | $4,839-92.9% |
| Participant deferral / active EE | $2,957 | $6,440-54.1% | $5,506-46.3% | $6,342-53.4% |
| Admin fee / account holder | $6 | $13,262-100.0% | $10,280-99.9% | $12,315-100.0% |