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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 | $10,079 | $185,883-94.6% | $170,043-94.1% | $139,466-92.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.87% | 60.54%-45.7pp | 53.40%-38.5pp | 373.66%-358.8pp |
| Employer contribution / active EE | $502 | $7,596-93.4% | $6,790-92.6% | $4,754-89.4% |
| Participant deferral / active EE | $3,218 | $11,626-72.3% | $10,410-69.1% | $6,712-52.1% |
| Admin fee / account holder | $200 | $15,393-98.7% | $12,824-98.4% | $11,409-98.2% |