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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 | $11,180 | $157,304-92.9% | $141,197-92.1% | $152,909-92.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 60.76% | 64.34%-3.6pp | 71.41%-10.6pp | 345.46%-284.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,596 | $7,111-21.3% | $6,710-16.6% | $5,851-4.4% |
| Admin fee / account holder | $28 | $12,126-99.8% | $10,265-99.7% | $11,601-99.8% |