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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 | $5,301 | $76,407-93.1% | $150,298-96.5% | $82,448-93.6% |
| Participation rate | 89.7% | 66.4%+23.3pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 36.98% | 39.99%-3.0pp | 62.79%-25.8pp | 41.64%-4.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,858 | $3,214-11.1% | $5,453-47.6% | $4,139-31.0% |
| Admin fee / account holder | $10 | $6,352-99.8% | $14,116-99.9% | $7,234-99.9% |