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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 | $8,262 | $106,749-92.3% | $145,433-94.3% | $82,448-90.0% |
| Participation rate | 75.6% | 75.6%-0.1pp | 82.1%-6.6pp | 68.1%+7.5pp |
| Annual return | 28.46% | 27.59%+0.9pp | 66.58%-38.1pp | 41.64%-13.2pp |
| Employer contribution / active EE | $593 | $3,444-82.8% | $4,554-87.0% | $2,551-76.7% |
| Participant deferral / active EE | $3,225 | $6,519-50.5% | $7,897-59.2% | $4,139-22.1% |
| Admin fee / account holder | $99 | $8,390-98.8% | $13,129-99.2% | $7,234-98.6% |