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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 | $3,977 | $162,136-97.5% | $152,301-97.4% | $154,746-97.4% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 32.22% | 91.02%-58.8pp | 80.50%-48.3pp | 172.34%-140.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,958 | $8,341-52.5% | $8,004-50.5% | $6,730-41.2% |
| Admin fee / account holder | $145 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |