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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 | $1,716 | $115,225-98.5% | $100,712-98.3% | $138,895-98.8% |
| Participation rate | 73.3% | 74.3%-1.0pp | 69.3%+4.1pp | 79.9%-6.6pp |
| Annual return | 24.45% | 40.35%-15.9pp | 33.27%-8.8pp | 145.39%-120.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,383 | $4,699-70.6% | $4,085-66.2% | $6,396-78.4% |
| Admin fee / account holder | $240 | $10,844-97.8% | $9,256-97.4% | $12,562-98.1% |