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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 | $4,825 | $125,193-96.1% | $105,591-95.4% | $145,978-96.7% |
| Participation rate | 94.4% | 77.6%+16.8pp | 75.3%+19.2pp | 80.3%+14.2pp |
| Annual return | 12.25% | 225.53%-213.3pp | 116.43%-104.2pp | 550.52%-538.3pp |
| Employer contribution / active EE | $12 | $3,718-99.7% | $3,166-99.6% | $4,662-99.7% |
| Participant deferral / active EE | $1,602 | $5,708-71.9% | $5,008-68.0% | $6,690-76.1% |
| Admin fee / account holder | $228 | $17,277-98.7% | $11,024-97.9% | $13,400-98.3% |