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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 | $12,492 | $196,972-93.7% | $182,262-93.1% | $198,609-93.7% |
| Participation rate | 88.9% | 85.7%+3.2pp | 84.2%+4.7pp | 82.4%+6.5pp |
| Annual return | 24.56% | 158.27%-133.7pp | 140.60%-116.0pp | 202.70%-178.1pp |
| Employer contribution / active EE | $1,011 | $5,364-81.1% | $5,046-80.0% | $5,055-80.0% |
| Participant deferral / active EE | $5,404 | $8,643-37.5% | $8,276-34.7% | $6,977-22.5% |
| Admin fee / account holder | $259 | $18,429-98.6% | $16,712-98.4% | $19,030-98.6% |