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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 | $13,129 | $87,544-85.0% | $75,784-82.7% | $125,388-89.5% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $195 | $3,930-95.0% | $3,323-94.1% | $4,866-96.0% |
| Participant deferral / active EE | $9,488 | $4,229+124.3% | $3,652+159.8% | $5,352+77.3% |
| Admin fee / account holder | $97 | $6,502-98.5% | $5,300-98.2% | $9,541-99.0% |