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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 | $20,101 | $227,399-91.2% | $189,758-89.4% | $198,609-89.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 20.17% | 61.03%-40.9pp | 52.62%-32.5pp | 202.70%-182.5pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,511 | $6,837-34.0% | $5,856-23.0% | $6,977-35.3% |
| Admin fee / account holder | $33 | $25,162-99.9% | $20,388-99.8% | $19,030-99.8% |