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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 | $6,045 | $185,312-96.7% | $161,489-96.3% | $154,746-96.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 28.23% | 103.84%-75.6pp | 89.72%-61.5pp | 172.34%-144.1pp |
| Employer contribution / active EE | $677 | $4,769-85.8% | $4,268-84.2% | $4,379-84.6% |
| Participant deferral / active EE | $2,558 | $6,350-59.7% | $5,630-54.6% | $6,730-62.0% |
| Admin fee / account holder | $15 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |