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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 | $20,567 | $162,812-87.4% | $133,971-84.6% | $158,966-87.1% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 14.69% | 41.94%-27.3pp | 45.09%-30.4pp | 302.95%-288.3pp |
| Employer contribution / active EE | $801 | $4,976-83.9% | $3,919-79.6% | $4,762-83.2% |
| Participant deferral / active EE | $2,035 | $5,910-65.6% | $5,047-59.7% | $5,983-66.0% |
| Admin fee / account holder | $23 | $11,741-99.8% | $8,929-99.7% | $11,250-99.8% |