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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 | $8,074 | $103,008-92.2% | $90,304-91.1% | $152,897-94.7% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.5%+11.7pp |
| Annual return | 25.85% | 95.22%-69.4pp | 78.13%-52.3pp | 345.43%-319.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,417 | $4,281-66.9% | $3,885-63.5% | $5,851-75.8% |
| Admin fee / account holder | $87 | $6,175-98.6% | $5,354-98.4% | $11,599-99.2% |