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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 | $15,471 | $90,745-83.0% | $130,231-88.1% | $75,173-79.4% |
| Participation rate | 84.0% | 71.1%+13.0pp | 76.3%+7.8pp | 67.2%+16.8pp |
| Annual return | 42.27% | 34.45%+7.8pp | 38.86%+3.4pp | 160.72%-118.5pp |
| Employer contribution / active EE | $354 | $3,314-89.3% | $4,126-91.4% | $2,671-86.7% |
| Participant deferral / active EE | $3,961 | $5,362-26.1% | $6,799-41.7% | $4,126-4.0% |
| Admin fee / account holder | $225 | $6,331-96.5% | $6,020-96.3% | $5,651-96.0% |