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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 | $9,569 | $108,825-91.2% | $156,181-93.9% | $82,448-88.4% |
| Participation rate | 80.4% | 72.4%+8.0pp | 78.8%+1.6pp | 68.1%+12.3pp |
| Annual return | 24.15% | 20.59%+3.6pp | 64.87%-40.7pp | 41.64%-17.5pp |
| Employer contribution / active EE | $568 | $2,870-80.2% | $4,294-86.8% | $2,551-77.7% |
| Participant deferral / active EE | $2,007 | $4,577-56.2% | $6,132-67.3% | $4,139-51.5% |
| Admin fee / account holder | $213 | $9,341-97.7% | $14,586-98.5% | $7,234-97.1% |