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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 | $5,292 | $174,379-97.0% | $152,093-96.5% | $138,895-96.2% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 27.46% | 74.86%-47.4pp | 66.36%-38.9pp | 145.39%-117.9pp |
| Employer contribution / active EE | $569 | $4,652-87.8% | $4,175-86.4% | $4,194-86.4% |
| Participant deferral / active EE | $2,174 | $6,159-64.7% | $5,451-60.1% | $6,396-66.0% |
| Admin fee / account holder | $31 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |