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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 | $5,083 | $180,028-97.2% | $138,135-96.3% | $158,966-96.8% |
| Participation rate | 80.0% | 82.2%-2.2pp | 78.7%+1.3pp | 82.0%-2.0pp |
| Annual return | 0.00% | 21.68%-21.7pp | 20.51%-20.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $920 | $7,470-87.7% | $5,587-83.5% | $4,762-80.7% |
| Participant deferral / active EE | $2,779 | $7,717-64.0% | $6,431-56.8% | $5,983-53.5% |
| Admin fee / account holder | $59 | $17,912-99.7% | $11,856-99.5% | $11,250-99.5% |