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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 | $20,450 | $162,785-87.4% | $133,959-84.7% | $158,950-87.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.98% | 41.94%-14.0pp | 45.09%-17.1pp | 302.91%-274.9pp |
| Employer contribution / active EE | $514 | $4,975-89.7% | $3,919-86.9% | $4,762-89.2% |
| Participant deferral / active EE | $6,023 | $5,910+1.9% | $5,047+19.3% | $5,983+0.7% |
| Admin fee / account holder | $69 | $11,738-99.4% | $8,928-99.2% | $11,248-99.4% |