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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 | $7,247 | $181,062-96.0% | $158,223-95.4% | $155,188-95.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 34.40% | 57.39%-23.0pp | 52.09%-17.7pp | 148.84%-114.4pp |
| Employer contribution / active EE | $372 | $4,565-91.9% | $4,109-90.9% | $4,248-91.2% |
| Participant deferral / active EE | $3,094 | $6,134-49.6% | $5,467-43.4% | $6,531-52.6% |
| Admin fee / account holder | $31 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |