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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 | $22,434 | $155,833-85.6% | $124,693-82.0% | $167,536-86.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.41% | 17.98%-6.6pp | 5144.19%-5132.8pp | 478.82%-467.4pp |
| Employer contribution / active EE | $394 | $4,164-90.5% | $3,324-88.1% | $4,839-91.9% |
| Participant deferral / active EE | $10,833 | $5,675+90.9% | $4,615+134.7% | $6,342+70.8% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |