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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 | $18,000 | $140,592-87.2% | $123,105-85.4% | $125,389-85.6% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $15,429 | $6,980+121.0% | $6,229+147.7% | $5,352+188.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |