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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 | $38,509 | $669,896-94.3% | $62,624-38.5% | $669,896-94.3% |
| Participation rate | 94.4% | 90.5%+3.9pp | 88.9%+5.6pp | 90.5%+3.9pp |
| Annual return | 24.38% | 11.25%+13.1pp | 11.31%+13.1pp | 11.25%+13.1pp |
| Employer contribution / active EE | $1,551 | $23,407-93.4% | $3,987-61.1% | $23,407-93.4% |
| Participant deferral / active EE | $2,561 | $8,339-69.3% | $4,711-45.6% | $8,339-69.3% |
| Admin fee / account holder | $63 | $52,310-99.9% | $351-81.9% | $52,310-99.9% |