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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 | $21,592 | $167,415-87.1% | $140,514-84.6% | $198,609-89.1% |
| Participation rate | 92.3% | 80.9%+11.4pp | 77.8%+14.5pp | 82.4%+9.9pp |
| Annual return | 21.89% | 13.85%+8.0pp | 14.36%+7.5pp | 202.70%-180.8pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,357 | $5,579+31.9% | $4,919+49.6% | $6,977+5.5% |
| Admin fee / account holder | $37 | $16,730-99.8% | $13,697-99.7% | $19,030-99.8% |