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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 | $6,910 | $124,980-94.5% | $108,359-93.6% | $154,746-95.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 15.85% | 45.00%-29.1pp | 36.89%-21.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,757 | $4,743-62.9% | $4,137-57.5% | $6,730-73.9% |
| Admin fee / account holder | $130 | $11,502-98.9% | $9,741-98.7% | $14,365-99.1% |