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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 | $4,856 | $162,821-97.0% | $133,978-96.4% | $158,982-96.9% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.2pp |
| Annual return | 28.16% | 41.95%-13.8pp | 45.10%-16.9pp | 302.99%-274.8pp |
| Employer contribution / active EE | $912 | $4,976-81.7% | $3,919-76.7% | $4,763-80.8% |
| Participant deferral / active EE | $1,992 | $5,910-66.3% | $5,047-60.5% | $5,983-66.7% |
| Admin fee / account holder | $41 | $11,742-99.7% | $8,930-99.5% | $11,252-99.6% |