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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 | $7,280 | $154,228-95.3% | $145,433-95.0% | $137,256-94.7% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 29.18% | 74.59%-45.4pp | 66.58%-37.4pp | 220.34%-191.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,771 | $8,216-66.3% | $7,897-64.9% | $6,407-56.7% |
| Admin fee / account holder | $34 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |