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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 | $7,197 | $181,062-96.0% | $158,223-95.5% | $155,188-95.4% |
| Participation rate | 81.8% | 82.7%-0.8pp | 79.2%+2.6pp | 80.8%+1.0pp |
| Annual return | 28.98% | 57.39%-28.4pp | 52.09%-23.1pp | 148.84%-119.9pp |
| Employer contribution / active EE | $892 | $4,565-80.5% | $4,109-78.3% | $4,248-79.0% |
| Participant deferral / active EE | $2,829 | $6,134-53.9% | $5,467-48.2% | $6,531-56.7% |
| Admin fee / account holder | $8 | $18,825-100.0% | $16,047-100.0% | $14,480-99.9% |