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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 | $15,221 | $201,344-92.4% | $184,243-91.7% | $145,877-89.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.57% | 29.01%+1.6pp | 28.82%+1.8pp | 551.28%-520.7pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,225 | $9,807+24.7% | $9,132+33.9% | $6,691+82.7% |
| Admin fee / account holder | $227 | $16,382-98.6% | $13,914-98.4% | $13,402-98.3% |