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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 | $795 | $69,118-98.8% | $53,647-98.5% | $138,895-99.4% |
| Participation rate | 92.3% | 64.0%+28.3pp | 56.3%+36.0pp | 79.9%+12.4pp |
| Annual return | 16.74% | 248.26%-231.5pp | 358.33%-341.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $960 | $2,274-57.8% | $1,813-47.1% | $6,396-85.0% |
| Admin fee / account holder | $89 | $2,724-96.7% | $2,460-96.4% | $12,562-99.3% |