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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 | $9,054 | $124,346-92.7% | $111,308-91.9% | $167,536-94.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 19.56% | 37.45%-17.9pp | 54.67%-35.1pp | 478.82%-459.3pp |
| Employer contribution / active EE | $241 | $3,437-93.0% | $2,732-91.2% | $4,839-95.0% |
| Participant deferral / active EE | $3,649 | $5,182-29.6% | $4,487-18.7% | $6,342-42.5% |
| Admin fee / account holder | $119 | $10,621-98.9% | $7,965-98.5% | $12,315-99.0% |