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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 | $18,428 | $196,972-90.6% | $182,262-89.9% | $198,609-90.7% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 20.46% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $253 | $5,364-95.3% | $5,046-95.0% | $5,055-95.0% |
| Participant deferral / active EE | $3,812 | $8,643-55.9% | $8,276-53.9% | $6,977-45.4% |
| Admin fee / account holder | $118 | $18,429-99.4% | $16,712-99.3% | $19,030-99.4% |