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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 | $23,861 | $184,014-87.0% | $161,149-85.2% | $138,895-82.8% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.8%+9.4pp | 79.9%+8.3pp |
| Annual return | 19.94% | 21.52%-1.6pp | 21.16%-1.2pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,416 | $6,909-36.1% | $6,153-28.2% | $6,396-31.0% |
| Admin fee / account holder | $115 | $18,027-99.4% | $15,194-99.2% | $12,562-99.1% |