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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 | $8,359 | $162,136-94.8% | $152,301-94.5% | $154,746-94.6% |
| Participation rate | 82.4% | 84.1%-1.8pp | 82.4%-0.1pp | 80.7%+1.7pp |
| Annual return | 21.64% | 91.02%-69.4pp | 80.50%-58.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,884 | $8,341-65.4% | $8,004-64.0% | $6,730-57.2% |
| Admin fee / account holder | $259 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |