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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 | $1,151 | $107,809-98.9% | $97,032-98.8% | $155,188-99.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.54% | 38.06%-18.5pp | 35.38%-15.8pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,204 | $5,129-57.0% | $4,672-52.8% | $6,531-66.3% |
| Admin fee / account holder | $217 | $10,717-98.0% | $9,418-97.7% | $14,480-98.5% |