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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 | $346 | $37,156-99.1% | $83,854-99.6% | $86,983-99.6% |
| Participation rate | 78.8% | 49.1%+29.7pp | 59.1%+19.7pp | 69.5%+9.2pp |
| Annual return | 66.72% | 29.88%+36.8pp | 31.39%+35.3pp | 25.83%+40.9pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $418 | $1,418-70.5% | $2,035-79.5% | $4,194-90.0% |
| Admin fee / account holder | $48 | $2,510-98.1% | $3,197-98.5% | $7,856-99.4% |