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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 | $12,761 | $99,875-87.2% | $146,866-91.3% | $86,983-85.3% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 20.10% | 28.10%-8.0pp | 102.85%-82.7pp | 25.83%-5.7pp |
| Employer contribution / active EE | $5 | $3,224-99.9% | $4,425-99.9% | $2,584-99.8% |
| Participant deferral / active EE | $2,374 | $6,322-62.5% | $7,759-69.4% | $4,194-43.4% |
| Admin fee / account holder | $134 | $7,838-98.3% | $13,620-99.0% | $7,856-98.3% |