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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 | $5,951 | $199,109-97.0% | $173,730-96.6% | $154,746-96.2% |
| Participation rate | 82.4% | 82.8%-0.5pp | 79.6%+2.8pp | 80.7%+1.7pp |
| Annual return | 27.32% | 20.02%+7.3pp | 19.96%+7.4pp | 172.34%-145.0pp |
| Employer contribution / active EE | $1,165 | $5,311-78.1% | $4,577-74.5% | $4,379-73.4% |
| Participant deferral / active EE | $2,479 | $7,113-65.2% | $6,326-60.8% | $6,730-63.2% |
| Admin fee / account holder | $85 | $20,916-99.6% | $17,523-99.5% | $14,365-99.4% |