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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 | $2,652 | $99,345-97.3% | $84,753-96.9% | $273,972-99.0% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 27.26% | 22.93%+4.3pp | 22.78%+4.5pp | 41.46%-14.2pp |
| Employer contribution / active EE | $581 | $4,214-86.2% | $3,574-83.7% | $4,869-88.1% |
| Participant deferral / active EE | $1,163 | $4,270-72.8% | $3,712-68.7% | $5,287-78.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |