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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 | $2,921 | $67,411-95.7% | $91,004-96.8% | $70,126-95.8% |
| Participation rate | 86.0% | 71.4%+14.6pp | 75.6%+10.4pp | 69.5%+16.4pp |
| Annual return | 20.40% | -40.16%+60.6pp | 4.60%+15.8pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,349 | $2,823-52.2% | $3,548-62.0% | $3,332-59.5% |
| Admin fee / account holder | $79 | $4,236-98.1% | $5,417-98.5% | $4,645-98.3% |