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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 | $9,334 | $98,760-90.5% | $149,715-93.8% | $79,858-88.3% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 55.25% | 27.43%+27.8pp | 276.66%-221.4pp | 31.72%+23.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,269 | $5,681-42.4% | $6,842-52.2% | $3,740-12.6% |
| Admin fee / account holder | $175 | $6,053-97.1% | $9,310-98.1% | $5,306-96.7% |