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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 | $14,861 | $176,786-91.6% | $146,643-89.9% | $167,536-91.1% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 13.55% | 24.04%-10.5pp | 22.75%-9.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $969 | $5,161-81.2% | $4,137-76.6% | $4,839-80.0% |
| Participant deferral / active EE | $2,330 | $6,440-63.8% | $5,506-57.7% | $6,342-63.3% |
| Admin fee / account holder | $246 | $13,262-98.1% | $10,280-97.6% | $12,315-98.0% |