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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 | $20,284 | $109,359-81.5% | $162,177-87.5% | $72,975-72.2% |
| Participation rate | 80.4% | 84.3%-3.8pp | 87.6%-7.1pp | 69.5%+10.9pp |
| Annual return | 34.35% | 25.46%+8.9pp | 115.60%-81.3pp | 81.01%-46.7pp |
| Employer contribution / active EE | $1,178 | $3,907-69.9% | $5,613-79.0% | $2,440-51.7% |
| Participant deferral / active EE | $3,288 | $5,481-40.0% | $7,297-54.9% | $3,608-8.9% |
| Admin fee / account holder | $275 | $7,972-96.5% | $10,843-97.5% | $5,124-94.6% |