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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 | $6,873 | $148,582-95.4% | $135,942-94.9% | $139,456-95.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 21.54% | 79.26%-57.7pp | 68.28%-46.7pp | 373.45%-351.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,955 | $8,101-26.5% | $7,759-23.2% | $6,711-11.3% |
| Admin fee / account holder | $223 | $12,402-98.2% | $10,764-97.9% | $11,407-98.0% |