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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 | $2,694 | $61,125-95.6% | $94,057-97.1% | $87,485-96.9% |
| Participation rate | 97.1% | 64.1%+33.0pp | 73.3%+23.7pp | 68.9%+28.1pp |
| Annual return | 17.84% | 35.20%-17.4pp | 480.62%-462.8pp | 26.06%-8.2pp |
| Employer contribution / active EE | $8 | $2,136-99.6% | $2,933-99.7% | $2,596-99.7% |
| Participant deferral / active EE | $816 | $3,260-75.0% | $4,709-82.7% | $4,274-80.9% |
| Admin fee / account holder | $266 | $5,629-95.3% | $7,244-96.3% | $7,775-96.6% |