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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 | $8,694 | $181,062-95.2% | $158,223-94.5% | $155,188-94.4% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 9.42% | 57.39%-48.0pp | 52.09%-42.7pp | 148.84%-139.4pp |
| Employer contribution / active EE | $719 | $4,565-84.2% | $4,109-82.5% | $4,248-83.1% |
| Participant deferral / active EE | $1,982 | $6,134-67.7% | $5,467-63.8% | $6,531-69.7% |
| Admin fee / account holder | $297 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |