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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 | $2,349 | $59,191-96.0% | $76,767-96.9% | $56,289-95.8% |
| Participation rate | 96.3% | 75.2%+21.1pp | 77.0%+19.4pp | 69.9%+26.5pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $481 | $1,759-72.7% | $2,485-80.6% | $2,111-77.2% |
| Participant deferral / active EE | $1,839 | $3,255-43.5% | $3,852-52.2% | $3,350-45.1% |
| Admin fee / account holder | $28 | $489-94.4% | $6,675-99.6% | $521-94.7% |