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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 | $13,348 | $77,358-82.7% | $102,184-86.9% | $87,485-84.7% |
| Participation rate | 92.1% | 78.7%+13.4pp | 82.6%+9.5pp | 68.9%+23.2pp |
| Annual return | 25.09% | 41.11%-16.0pp | 31.58%-6.5pp | 26.06%-1.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,795 | $6,753-29.0% | $8,309-42.3% | $4,274+12.2% |
| Admin fee / account holder | $90 | $6,809-98.7% | $11,609-99.2% | $7,775-98.8% |