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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 | $9,653 | $101,752-90.5% | $164,928-94.1% | $80,911-88.1% |
| Participation rate | 72.0% | 71.8%+0.2pp | 78.6%-6.6pp | 67.6%+4.4pp |
| Annual return | 18.70% | 16.73%+2.0pp | 70.08%-51.4pp | 35.63%-16.9pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,499 | $4,477-21.8% | $6,034-42.0% | $4,297-18.6% |
| Admin fee / account holder | $195 | $8,218-97.6% | $12,684-98.5% | $6,935-97.2% |