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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 | $5,550 | $48,300-88.5% | $40,145,923-100.0% | $62,881-91.2% |
| Participation rate | 73.3% | 62.0%+11.3pp | 68.4%+4.9pp | 69.3%+4.0pp |
| Annual return | 0.00% | 6.95%-7.0pp | 5.24%-5.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,049 | $2,388-14.2% | $2,591-20.9% | $3,203-36.0% |
| Admin fee / account holder | $0 | $2,919-100.0% | $2,903-100.0% | $4,296-100.0% |