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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 | $11,056 | $68,398-83.8% | $94,664-88.3% | $75,173-85.3% |
| Participation rate | 81.8% | 76.1%+5.7pp | 80.8%+1.0pp | 67.2%+14.6pp |
| Annual return | 24.24% | 616.72%-592.5pp | 156.84%-132.6pp | 160.72%-136.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,458 | $6,537-47.1% | $7,417-53.4% | $4,126-16.2% |
| Admin fee / account holder | $299 | $5,324-94.4% | $7,222-95.9% | $5,651-94.7% |