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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 | $6,641 | $183,627-96.4% | $155,602-95.7% | $145,978-95.5% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 16.09% | 61.32%-45.2pp | 64.81%-48.7pp | 550.52%-534.4pp |
| Employer contribution / active EE | $537 | $5,316-89.9% | $4,675-88.5% | $4,662-88.5% |
| Participant deferral / active EE | $1,960 | $6,466-69.7% | $5,629-65.2% | $6,690-70.7% |
| Admin fee / account holder | $46 | $19,327-99.8% | $15,923-99.7% | $13,400-99.7% |