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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 | $5,409 | $84,233-93.6% | $170,436-96.8% | $70,131-92.3% |
| Participation rate | 74.0% | 70.8%+3.1pp | 83.6%-9.6pp | 69.5%+4.4pp |
| Annual return | 19.29% | 23.06%-3.8pp | 205.94%-186.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $222 | $3,387-93.5% | $5,433-95.9% | $2,342-90.5% |
| Participant deferral / active EE | $1,054 | $3,086-65.8% | $4,939-78.7% | $3,332-68.4% |
| Admin fee / account holder | $169 | $5,698-97.0% | $13,880-98.8% | $4,645-96.4% |