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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 | $8,669 | $181,062-95.2% | $158,223-94.5% | $155,188-94.4% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 20.55% | 57.39%-36.8pp | 52.09%-31.5pp | 148.84%-128.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,555 | $6,134-58.3% | $5,467-53.3% | $6,531-60.9% |
| Admin fee / account holder | $37 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |