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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 | $174,379-94.0% | $152,093-93.1% | $138,895-92.4% |
| Participation rate | 81.3% | 81.6%-0.4pp | 77.8%+3.5pp | 79.9%+1.3pp |
| Annual return | 21.84% | 74.86%-53.0pp | 66.36%-44.5pp | 145.39%-123.6pp |
| Employer contribution / active EE | $96 | $4,652-97.9% | $4,175-97.7% | $4,194-97.7% |
| Participant deferral / active EE | $2,506 | $6,159-59.3% | $5,451-54.0% | $6,396-60.8% |
| Admin fee / account holder | $136 | $16,880-99.2% | $14,497-99.1% | $12,562-98.9% |