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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 | $21,016 | $103,393-79.7% | $87,103-75.9% | $152,909-86.3% |
| Participation rate | 72.7% | 79.4%-6.6pp | 76.9%-4.1pp | 82.5%-9.7pp |
| Annual return | 29.77% | 28.10%+1.7pp | 28.19%+1.6pp | 345.46%-315.7pp |
| Employer contribution / active EE | $549 | $3,221-83.0% | $2,521-78.2% | $4,764-88.5% |
| Participant deferral / active EE | $3,110 | $4,778-34.9% | $4,049-23.2% | $5,851-46.9% |
| Admin fee / account holder | $293 | $12,195-97.6% | $7,491-96.1% | $11,601-97.5% |