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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 | $4,951 | $181,062-97.3% | $158,223-96.9% | $155,188-96.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 47.31% | 57.39%-10.1pp | 52.09%-4.8pp | 148.84%-101.5pp |
| Employer contribution / active EE | $881 | $4,565-80.7% | $4,109-78.6% | $4,248-79.3% |
| Participant deferral / active EE | $3,803 | $6,134-38.0% | $5,467-30.4% | $6,531-41.8% |
| Admin fee / account holder | $11 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |