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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 | $4,275 | $112,729-96.2% | $98,716-95.7% | $137,256-96.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 23.96% | 38.48%-14.5pp | 31.81%-7.8pp | 220.34%-196.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,699 | $4,640-63.4% | $4,048-58.0% | $6,407-73.5% |
| Admin fee / account holder | $9 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |