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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 | $11,392 | $56,197-79.7% | $67,652-83.2% | $59,633-80.9% |
| Participation rate | 73.1% | 71.5%+1.7pp | 75.7%-2.5pp | 68.7%+4.5pp |
| Annual return | -0.30% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $255 | $1,615-84.2% | $2,266-88.7% | $2,203-88.4% |
| Participant deferral / active EE | $1,452 | $2,844-49.0% | $3,560-59.2% | $3,192-54.5% |
| Admin fee / account holder | $268 | $3,958-93.2% | $4,821-94.4% | $4,297-93.8% |