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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 | $28,753 | $181,896-84.2% | $156,551-81.6% | $273,972-89.5% |
| Participation rate | 82.4% | 88.4%-6.0pp | 84.0%-1.7pp | 83.0%-0.7pp |
| Annual return | 9.15% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $523 | $6,248-91.6% | $5,501-90.5% | $4,869-89.3% |
| Participant deferral / active EE | $2,945 | $5,550-46.9% | $4,871-39.5% | $5,287-44.3% |
| Admin fee / account holder | $136 | $15,560-99.1% | $13,028-99.0% | $10,133-98.7% |