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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 | $14,785 | $162,136-90.9% | $152,301-90.3% | $154,746-90.4% |
| Participation rate | 73.9% | 84.1%-10.2pp | 82.4%-8.5pp | 80.7%-6.8pp |
| Annual return | 39.83% | 91.02%-51.2pp | 80.50%-40.7pp | 172.34%-132.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,136 | $8,341-26.4% | $8,004-23.3% | $6,730-8.8% |
| Admin fee / account holder | $251 | $15,759-98.4% | $14,398-98.3% | $14,365-98.3% |