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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 | $4,961 | $115,225-95.7% | $100,712-95.1% | $138,895-96.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.91% | 40.35%-25.4pp | 33.27%-18.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,973 | $4,699-58.0% | $4,085-51.7% | $6,396-69.1% |
| Admin fee / account holder | $122 | $10,844-98.9% | $9,256-98.7% | $12,562-99.0% |