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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 | $8,375 | $109,327-92.3% | $89,391-90.6% | $158,931-94.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $32 | $3,170-99.0% | $2,586-98.8% | $4,761-99.3% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $25 | $6,153-99.6% | $4,881-99.5% | $11,247-99.8% |