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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 | $6,557 | $161,352-95.9% | $134,172-95.1% | $137,256-95.2% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 19.08% | 28.72%-9.6pp | 25.30%-6.2pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,507 | $5,552-72.9% | $4,690-67.9% | $6,407-76.5% |
| Admin fee / account holder | $55 | $15,028-99.6% | $12,016-99.5% | $12,270-99.6% |