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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 | $14,133 | $138,078-89.8% | $125,363-88.7% | $134,509-89.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.35% | 750.49%-767.8pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $917 | $5,245-82.5% | $4,815-81.0% | $4,741-80.7% |
| Participant deferral / active EE | $3,759 | $7,800-51.8% | $7,447-49.5% | $6,400-41.3% |
| Admin fee / account holder | $49 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |