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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 | $3,846 | $101,618-96.2% | $93,063-95.9% | $137,256-97.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 17.10% | 223.95%-206.8pp | 34.15%-17.1pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,311 | $4,279-69.4% | $3,958-66.9% | $6,407-79.5% |
| Admin fee / account holder | $238 | $6,198-96.2% | $6,033-96.0% | $12,270-98.1% |