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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 | $5,008 | $156,616-96.8% | $133,346-96.2% | $198,609-97.5% |
| Participation rate | 87.5% | 77.7%+9.8pp | 72.8%+14.7pp | 82.4%+5.1pp |
| Annual return | 13.43% | 44.25%-30.8pp | 36.85%-23.4pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,832 | $4,920-42.4% | $4,332-34.6% | $6,977-59.4% |
| Admin fee / account holder | $286 | $17,468-98.4% | $14,264-98.0% | $19,030-98.5% |