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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 | $10,315 | $156,398-93.4% | $147,318-93.0% | $138,895-92.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 25.71% | 78.75%-53.0pp | 70.43%-44.7pp | 145.39%-119.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,566 | $8,237-56.7% | $7,906-54.9% | $6,396-44.3% |
| Admin fee / account holder | $76 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |