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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 | $6,525 | $174,379-96.3% | $152,093-95.7% | $138,895-95.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 22.99% | 74.86%-51.9pp | 66.36%-43.4pp | 145.39%-122.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,701 | $6,159-56.1% | $5,451-50.5% | $6,396-57.8% |
| Admin fee / account holder | $257 | $16,880-98.5% | $14,497-98.2% | $12,562-98.0% |