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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 | $11,352 | $181,896-93.8% | $156,551-92.7% | $273,972-95.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 10.12% | 30.74%-20.6pp | 32.23%-22.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $779 | $6,248-87.5% | $5,501-85.8% | $4,869-84.0% |
| Participant deferral / active EE | $3,617 | $5,550-34.8% | $4,871-25.7% | $5,287-31.6% |
| Admin fee / account holder | $82 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |