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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 | $7,455 | $155,555-95.2% | $146,866-94.9% | $155,188-95.2% |
| Participation rate | 84.6% | 84.0%+0.7pp | 82.5%+2.1pp | 80.8%+3.8pp |
| Annual return | 17.66% | 115.41%-97.8pp | 102.85%-85.2pp | 148.84%-131.2pp |
| Employer contribution / active EE | $369 | $4,647-92.1% | $4,425-91.7% | $4,248-91.3% |
| Participant deferral / active EE | $2,884 | $8,044-64.1% | $7,759-62.8% | $6,531-55.8% |
| Admin fee / account holder | $14 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |