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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 | $15,408 | $185,141-91.7% | $153,416-90.0% | $155,188-90.1% |
| Participation rate | 90.0% | 79.9%+10.1pp | 74.3%+15.7pp | 80.8%+9.2pp |
| Annual return | 20.27% | 18.72%+1.6pp | 17.84%+2.4pp | 148.84%-128.6pp |
| Employer contribution / active EE | $892 | $4,489-80.1% | $3,764-76.3% | $4,248-79.0% |
| Participant deferral / active EE | $1,631 | $5,477-70.2% | $4,723-65.5% | $6,531-75.0% |
| Admin fee / account holder | $37 | $16,005-99.8% | $13,095-99.7% | $14,480-99.7% |