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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 | $14,837 | $52,678-71.8% | $75,784-80.4% | $59,633-75.1% |
| Participation rate | 75.7% | 67.2%+8.4pp | 75.8%-0.1pp | 68.7%+7.0pp |
| Annual return | 1.55% | 2.95%-1.4pp | 9.68%-8.1pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $219 | $2,193-90.0% | $3,323-93.4% | $2,203-90.1% |
| Participant deferral / active EE | $2,394 | $2,591-7.6% | $3,652-34.4% | $3,192-25.0% |
| Admin fee / account holder | $179 | $3,610-95.0% | $5,300-96.6% | $4,297-95.8% |