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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 | $8,889 | $86,050-89.7% | $189,758-95.3% | $94,015-90.5% |
| Participation rate | 74.4% | 68.9%+5.5pp | 79.8%-5.4pp | 70.8%+3.5pp |
| Annual return | 41.29% | 17.77%+23.5pp | 52.62%-11.3pp | 17.84%+23.4pp |
| Employer contribution / active EE | $395 | $2,819-86.0% | $4,767-91.7% | $2,790-85.8% |
| Participant deferral / active EE | $1,275 | $3,349-61.9% | $5,856-78.2% | $4,249-70.0% |
| Admin fee / account holder | $83 | $6,627-98.7% | $20,388-99.6% | $8,951-99.1% |