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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 | $5,219 | $114,013-95.4% | $103,693-95.0% | $155,188-96.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 16.23% | 49.31%-33.1pp | 47.61%-31.4pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,964 | $4,970-60.5% | $4,579-57.1% | $6,531-69.9% |
| Admin fee / account holder | $253 | $8,407-97.0% | $7,858-96.8% | $14,480-98.3% |