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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 | $11,299 | $157,296-92.8% | $141,191-92.0% | $152,897-92.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 33.00% | 64.34%-31.3pp | 71.41%-38.4pp | 345.43%-312.4pp |
| Employer contribution / active EE | $828 | $5,262-84.3% | $4,736-82.5% | $4,764-82.6% |
| Participant deferral / active EE | $4,062 | $7,111-42.9% | $6,710-39.5% | $5,851-30.6% |
| Admin fee / account holder | $79 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |