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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 | $2,200 | $108,882-98.0% | $96,754-97.7% | $154,746-98.6% |
| Participation rate | 95.8% | 75.1%+20.8pp | 70.3%+25.6pp | 80.7%+15.1pp |
| Annual return | 18.29% | 98.39%-80.1pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $84 | $3,018-97.2% | $2,679-96.9% | $4,379-98.1% |
| Participant deferral / active EE | $1,069 | $5,323-79.9% | $4,758-77.5% | $6,730-84.1% |
| Admin fee / account holder | $77 | $10,200-99.2% | $8,905-99.1% | $14,365-99.5% |