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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 | $4,845 | $91,559-94.7% | $133,959-96.4% | $79,858-93.9% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | 44.37% | 61.85%-17.5pp | 45.09%-0.7pp | 31.72%+12.7pp |
| Employer contribution / active EE | $187 | $2,384-92.2% | $3,919-95.2% | $2,471-92.4% |
| Participant deferral / active EE | $1,840 | $3,734-50.7% | $5,047-63.5% | $3,740-50.8% |
| Admin fee / account holder | $234 | $6,321-96.3% | $8,928-97.4% | $5,306-95.6% |