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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 | $5,468 | $59,440-90.8% | $78,004-93.0% | $82,637-93.4% |
| Participation rate | 85.2% | 62.8%+22.4pp | 69.4%+15.7pp | 68.1%+17.1pp |
| Annual return | 24.24% | 40.24%-16.0pp | 31.07%-6.8pp | 53.51%-29.3pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,969 | $3,138-5.4% | $4,092-27.4% | $4,126-28.0% |
| Admin fee / account holder | $292 | $5,504-94.7% | $7,578-96.2% | $7,339-96.0% |