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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 | $19,737 | $76,371-74.2% | $93,621-78.9% | $72,976-73.0% |
| Participation rate | 72.3% | 71.8%+0.6pp | 75.8%-3.5pp | 69.5%+2.9pp |
| Annual return | 21.07% | 25.82%-4.8pp | 32.76%-11.7pp | 81.02%-59.9pp |
| Employer contribution / active EE | $269 | $2,276-88.2% | $2,719-90.1% | $2,440-89.0% |
| Participant deferral / active EE | $1,795 | $3,538-49.3% | $4,070-55.9% | $3,608-50.3% |
| Admin fee / account holder | $203 | $6,839-97.0% | $7,890-97.4% | $5,124-96.0% |