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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 | $12,650 | $124,980-89.9% | $108,359-88.3% | $154,746-91.8% |
| Participation rate | 81.8% | 75.2%+6.6pp | 70.1%+11.7pp | 80.7%+1.1pp |
| Annual return | 11.04% | 45.00%-34.0pp | 36.89%-25.9pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,052 | $4,743-14.6% | $4,137-2.1% | $6,730-39.8% |
| Admin fee / account holder | $260 | $11,502-97.7% | $9,741-97.3% | $14,365-98.2% |