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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 | $15,069 | $156,398-90.4% | $147,318-89.8% | $138,895-89.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.25% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $811 | $4,853-83.3% | $4,593-82.3% | $4,194-80.7% |
| Participant deferral / active EE | $2,592 | $8,237-68.5% | $7,906-67.2% | $6,396-59.5% |
| Admin fee / account holder | $24 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |