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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 | $10,887 | $140,592-92.3% | $123,106-91.2% | $125,388-91.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3 | $6,041-100.0% | $5,151-99.9% | $4,866-99.9% |
| Participant deferral / active EE | $8,970 | $6,980+28.5% | $6,229+44.0% | $5,352+67.6% |
| Admin fee / account holder | $264 | $11,198-97.6% | $9,015-97.1% | $9,541-97.2% |