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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 | $1,957 | $95,383-97.9% | $185,837-98.9% | $85,856-97.7% |
| Participation rate | 73.2% | 68.8%+4.4pp | 81.7%-8.5pp | 69.3%+3.9pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.08%-122.1pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,428 | $3,423-58.3% | $5,568-74.3% | $3,952-63.9% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,241-100.0% | $6,261-100.0% |