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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 | $16,526 | $123,793-86.7% | $177,848-90.7% | $79,856-79.3% |
| Participation rate | 85.3% | 84.7%+0.6pp | 87.7%-2.4pp | 69.6%+15.7pp |
| Annual return | 33.95% | 22.82%+11.1pp | 48.33%-14.4pp | 31.71%+2.2pp |
| Employer contribution / active EE | $882 | $4,095-78.5% | $5,919-85.1% | $2,471-64.3% |
| Participant deferral / active EE | $2,846 | $5,956-52.2% | $7,714-63.1% | $3,741-23.9% |
| Admin fee / account holder | $35 | $7,243-99.5% | $12,431-99.7% | $5,306-99.3% |