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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 | $28,275 | $227,399-87.6% | $189,758-85.1% | $198,609-85.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 9.36% | 61.03%-51.7pp | 52.62%-43.3pp | 202.70%-193.3pp |
| Employer contribution / active EE | $469 | $5,526-91.5% | $4,767-90.2% | $5,055-90.7% |
| Participant deferral / active EE | $7,625 | $6,837+11.5% | $5,856+30.2% | $6,977+9.3% |
| Admin fee / account holder | $174 | $25,162-99.3% | $20,388-99.1% | $19,030-99.1% |