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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 | $14,014 | $178,174-92.1% | $156,181-91.0% | $137,256-89.8% |
| Participation rate | 77.3% | 82.0%-4.8pp | 78.8%-1.6pp | 80.0%-2.7pp |
| Annual return | 21.39% | 84.19%-62.8pp | 64.87%-43.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,415 | $6,888-50.4% | $6,132-44.3% | $6,407-46.7% |
| Admin fee / account holder | $85 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |