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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 | $3,236 | $176,120-98.2% | $159,487-98.0% | $167,553-98.1% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $928 | $5,299-82.5% | $4,831-80.8% | $4,840-80.8% |
| Participant deferral / active EE | $3,295 | $7,752-57.5% | $7,354-55.2% | $6,343-48.1% |
| Admin fee / account holder | $103 | $12,561-99.2% | $10,804-99.0% | $12,316-99.2% |