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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 | $5,487 | $93,598-94.1% | $135,974-96.0% | $75,173-92.7% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 28.97% | 30.89%-1.9pp | 68.30%-39.3pp | 160.72%-131.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,462 | $6,405-46.0% | $7,760-55.4% | $4,126-16.1% |
| Admin fee / account holder | $256 | $6,978-96.3% | $10,767-97.6% | $5,651-95.5% |