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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 | $6,915 | $114,119-93.9% | $107,187-93.5% | $138,895-95.0% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 79.9%+2.4pp |
| Annual return | 21.75% | 273.21%-251.5pp | 204.55%-182.8pp | 145.39%-123.6pp |
| Employer contribution / active EE | $722 | $4,059-82.2% | $3,782-80.9% | $4,194-82.8% |
| Participant deferral / active EE | $1,645 | $5,538-70.3% | $5,096-67.7% | $6,396-74.3% |
| Admin fee / account holder | $72 | $10,024-99.3% | $9,162-99.2% | $12,562-99.4% |