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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 | $172,111-96.5% | $150,298-96.0% | $137,256-95.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 28.23% | 69.37%-41.1pp | 62.79%-34.6pp | 220.34%-192.1pp |
| Employer contribution / active EE | $677 | $4,636-85.4% | $4,154-83.7% | $4,156-83.7% |
| Participant deferral / active EE | $2,558 | $6,166-58.5% | $5,453-53.1% | $6,407-60.1% |
| Admin fee / account holder | $15 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |