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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 | $2,067 | $85,060-97.6% | $70,565-97.1% | $139,487-98.5% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.4%+11.6pp | 80.3%-0.3pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.84%-373.8pp |
| Employer contribution / active EE | $470 | $3,912-88.0% | $2,976-84.2% | $4,755-90.1% |
| Participant deferral / active EE | $1,065 | $5,891-81.9% | $4,568-76.7% | $6,713-84.1% |
| Admin fee / account holder | $1 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |