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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 | $13,256 | $197,625-93.3% | $177,840-92.5% | $158,966-91.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $317 | $6,698-95.3% | $5,919-94.7% | $4,762-93.4% |
| Participant deferral / active EE | $9,074 | $8,405+8.0% | $7,714+17.6% | $5,983+51.7% |
| Admin fee / account holder | $5 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |