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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 | $1,059 | $76,407-98.6% | $150,298-99.3% | $82,448-98.7% |
| Participation rate | 97.3% | 66.4%+30.9pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 23.84% | 39.99%-16.2pp | 62.79%-38.9pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,254 | $3,214-61.0% | $5,453-77.0% | $4,139-69.7% |
| Admin fee / account holder | $95 | $6,352-98.5% | $14,116-99.3% | $7,234-98.7% |