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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 | $12,009 | $156,398-92.3% | $147,318-91.8% | $138,895-91.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 79.46% | 78.75%+0.7pp | 70.43%+9.0pp | 145.39%-65.9pp |
| Employer contribution / active EE | $328 | $4,853-93.2% | $4,593-92.8% | $4,194-92.2% |
| Participant deferral / active EE | $3,778 | $8,237-54.1% | $7,906-52.2% | $6,396-40.9% |
| Admin fee / account holder | $8 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |