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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 | $8,844 | $135,956-93.5% | $123,894-92.9% | $273,972-96.8% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 12.14% | 56.63%-44.5pp | 47.52%-35.4pp | 41.46%-29.3pp |
| Employer contribution / active EE | $656 | $5,170-87.3% | $4,617-85.8% | $4,869-86.5% |
| Participant deferral / active EE | $2,837 | $6,343-55.3% | $5,984-52.6% | $5,287-46.4% |
| Admin fee / account holder | $29 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |