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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 | $6,984 | $181,062-96.1% | $158,223-95.6% | $155,188-95.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 24.20% | 57.39%-33.2pp | 52.09%-27.9pp | 148.84%-124.6pp |
| Employer contribution / active EE | $842 | $4,565-81.6% | $4,109-79.5% | $4,248-80.2% |
| Participant deferral / active EE | $2,241 | $6,134-63.5% | $5,467-59.0% | $6,531-65.7% |
| Admin fee / account holder | $17 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |