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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 | $4,399 | $154,228-97.1% | $145,433-97.0% | $137,256-96.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 25.25% | 74.59%-49.3pp | 66.58%-41.3pp | 220.34%-195.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,569 | $8,216-68.7% | $7,897-67.5% | $6,407-59.9% |
| Admin fee / account holder | $241 | $14,344-98.3% | $13,129-98.2% | $12,270-98.0% |