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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 | $5,202 | $106,003-95.1% | $92,236-94.4% | $147,585-96.5% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 18.43% | 50.05%-31.6pp | 176.29%-157.9pp | 578.57%-560.1pp |
| Employer contribution / active EE | $569 | $4,333-86.9% | $3,679-84.5% | $4,876-88.3% |
| Participant deferral / active EE | $1,769 | $4,478-60.5% | $3,897-54.6% | $5,439-67.5% |
| Admin fee / account holder | $116 | $6,333-98.2% | $5,194-97.8% | $10,885-98.9% |