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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 | $1,624 | $93,064-98.3% | $74,577-97.8% | $273,972-99.4% |
| Participation rate | 77.8% | 74.9%+2.8pp | 68.1%+9.7pp | 83.0%-5.2pp |
| Annual return | 29.62% | 26.18%+3.4pp | 20.47%+9.2pp | 41.46%-11.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $906 | $4,160-78.2% | $3,458-73.8% | $5,287-82.9% |
| Admin fee / account holder | $2 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |