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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 | $5,803 | $154,228-96.2% | $145,433-96.0% | $137,256-95.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 30.60% | 74.59%-44.0pp | 66.58%-36.0pp | 220.34%-189.7pp |
| Employer contribution / active EE | $352 | $4,804-92.7% | $4,554-92.3% | $4,156-91.5% |
| Participant deferral / active EE | $5,218 | $8,216-36.5% | $7,897-33.9% | $6,407-18.6% |
| Admin fee / account holder | $178 | $14,344-98.8% | $13,129-98.6% | $12,270-98.5% |