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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 | $24,301 | $136,860-82.2% | $120,344-79.8% | $154,746-84.3% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 22.78% | 21.38%+1.4pp | 20.30%+2.5pp | 172.34%-149.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,984 | $5,793+20.6% | $5,135+36.0% | $6,730+3.8% |
| Admin fee / account holder | $59 | $15,393-99.6% | $12,742-99.5% | $14,365-99.6% |