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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 | $10,547 | $172,111-93.9% | $150,298-93.0% | $137,256-92.3% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 21.84% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.5pp |
| Employer contribution / active EE | $96 | $4,636-97.9% | $4,154-97.7% | $4,156-97.7% |
| Participant deferral / active EE | $2,506 | $6,166-59.4% | $5,453-54.0% | $6,407-60.9% |
| Admin fee / account holder | $136 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |