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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 | $3,581 | $111,535-96.8% | $105,223-96.6% | $137,256-97.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.50% | 237.85%-211.4pp | 180.65%-154.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $431 | $3,939-89.1% | $3,689-88.3% | $4,156-89.6% |
| Participant deferral / active EE | $1,858 | $5,500-66.2% | $5,072-63.4% | $6,407-71.0% |
| Admin fee / account holder | $163 | $9,721-98.3% | $8,859-98.2% | $12,270-98.7% |