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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 | $18,351 | $202,342-90.9% | $172,753-89.4% | $152,909-88.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 23.60% | 1029.88%-1006.3pp | 803.00%-779.4pp | 345.46%-321.9pp |
| Employer contribution / active EE | $1,090 | $5,857-81.4% | $5,144-78.8% | $4,764-77.1% |
| Participant deferral / active EE | $2,218 | $5,948-62.7% | $5,198-57.3% | $5,851-62.1% |
| Admin fee / account holder | $18 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |