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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 | $11,388 | $102,638-88.9% | $81,982-86.1% | $158,982-92.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 11.95% | 61.05%-49.1pp | 41.31%-29.4pp | 302.99%-291.0pp |
| Employer contribution / active EE | $435 | $3,241-86.6% | $2,498-82.6% | $4,763-90.9% |
| Participant deferral / active EE | $1,122 | $4,649-75.9% | $3,722-69.9% | $5,983-81.2% |
| Admin fee / account holder | $269 | $8,237-96.7% | $5,665-95.3% | $11,252-97.6% |