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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 | $13,764 | $181,896-92.4% | $156,551-91.2% | $273,972-95.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.22% | 30.74%-20.5pp | 32.23%-22.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,185 | $6,248-81.0% | $5,501-78.5% | $4,869-75.7% |
| Participant deferral / active EE | $3,426 | $5,550-38.3% | $4,871-29.7% | $5,287-35.2% |
| Admin fee / account holder | $62 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |