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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 | $216 | $36,948-99.4% | $73,658-99.7% | $87,485-99.8% |
| Participation rate | 92.3% | 46.8%+45.5pp | 57.0%+35.3pp | 68.9%+23.4pp |
| Annual return | 0.00% | 28.64%-28.6pp | 29.72%-29.7pp | 26.06%-26.1pp |
| Employer contribution / active EE | $11 | $670-98.4% | $1,032-99.0% | $2,596-99.6% |
| Participant deferral / active EE | $307 | $1,379-77.7% | $2,062-85.1% | $4,274-92.8% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |