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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 | $29,566 | $202,342-85.4% | $172,752-82.9% | $152,897-80.7% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.5%+13.2pp |
| Annual return | 20.89% | 1029.83%-1008.9pp | 802.97%-782.1pp | 345.43%-324.5pp |
| Employer contribution / active EE | $1,033 | $5,858-82.4% | $5,144-79.9% | $4,764-78.3% |
| Participant deferral / active EE | $2,604 | $5,948-56.2% | $5,198-49.9% | $5,851-55.5% |
| Admin fee / account holder | $7 | $17,111-100.0% | $13,955-99.9% | $11,599-99.9% |