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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 | $174,379-95.8% | $152,093-95.2% | $138,895-94.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 34.40% | 74.86%-40.5pp | 66.36%-32.0pp | 145.39%-111.0pp |
| Employer contribution / active EE | $372 | $4,652-92.0% | $4,175-91.1% | $4,194-91.1% |
| Participant deferral / active EE | $3,094 | $6,159-49.8% | $5,451-43.2% | $6,396-51.6% |
| Admin fee / account holder | $31 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |