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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 | $24,662 | $227,291-89.1% | $214,702-88.5% | $155,188-84.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 26.07% | 60.08%-34.0pp | 54.55%-28.5pp | 148.84%-122.8pp |
| Employer contribution / active EE | $1,355 | $6,772-80.0% | $6,461-79.0% | $4,248-68.1% |
| Participant deferral / active EE | $6,394 | $9,582-33.3% | $9,147-30.1% | $6,531-2.1% |
| Admin fee / account holder | $21 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |