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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 | $2,135 | $58,311-96.3% | $81,882-97.4% | $80,959-97.4% |
| Participation rate | 72.0% | 63.5%+8.5pp | 72.4%-0.4pp | 67.7%+4.3pp |
| Annual return | 12.83% | 41.85%-29.0pp | 779.47%-766.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,075 | $3,287-67.3% | $4,323-75.1% | $4,300-75.0% |
| Admin fee / account holder | $238 | $4,752-95.0% | $7,360-96.8% | $6,925-96.6% |