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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 | $12,491 | $106,008-88.2% | $92,240-86.5% | $147,586-91.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.28% | 50.05%-26.8pp | 176.29%-153.0pp | 578.59%-555.3pp |
| Employer contribution / active EE | $600 | $4,333-86.2% | $3,680-83.7% | $4,876-87.7% |
| Participant deferral / active EE | $3,000 | $4,478-33.0% | $3,897-23.0% | $5,439-44.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |