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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 | $8,133 | $172,111-95.3% | $150,298-94.6% | $137,256-94.1% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 20.72% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $745 | $4,636-83.9% | $4,154-82.1% | $4,156-82.1% |
| Participant deferral / active EE | $1,870 | $6,166-69.7% | $5,453-65.7% | $6,407-70.8% |
| Admin fee / account holder | $34 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |