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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 | $15,696 | $112,935-86.1% | $90,970-82.7% | $158,966-90.1% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 19.78% | 215.79%-196.0pp | 134.58%-114.8pp | 302.95%-283.2pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,889 | $4,129-30.0% | $3,373-14.4% | $5,983-51.7% |
| Admin fee / account holder | $5 | $8,045-99.9% | $5,960-99.9% | $11,250-100.0% |