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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 | $7,212 | $115,917-93.8% | $100,535-92.8% | $158,982-95.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.99% | 34.80%-20.8pp | 30.90%-16.9pp | 302.99%-289.0pp |
| Employer contribution / active EE | $80 | $4,105-98.1% | $3,419-97.7% | $4,763-98.3% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $60 | $11,002-99.5% | $8,085-99.3% | $11,252-99.5% |