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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 | $4,081 | $96,524-95.8% | $75,900-94.6% | $152,909-97.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.5%+3.3pp |
| Annual return | 21.76% | 33.93%-12.2pp | 30.73%-9.0pp | 345.46%-323.7pp |
| Employer contribution / active EE | $317 | $3,311-90.4% | $2,501-87.3% | $4,764-93.3% |
| Participant deferral / active EE | $1,474 | $4,554-67.6% | $3,604-59.1% | $5,851-74.8% |
| Admin fee / account holder | $43 | $8,082-99.5% | $5,421-99.2% | $11,601-99.6% |