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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 | $1,596 | $48,364-96.7% | $71,796-97.8% | $62,881-97.5% |
| Participation rate | 80.8% | 60.6%+20.1pp | 69.1%+11.7pp | 69.3%+11.5pp |
| Annual return | 21.32% | 13.16%+8.2pp | 78.04%-56.7pp | 20.14%+1.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,642 | $2,091-21.5% | $2,794-41.2% | $3,203-48.7% |
| Admin fee / account holder | $109 | $3,771-97.1% | $4,815-97.7% | $4,296-97.5% |