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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 | $518 | $29,319-98.2% | $52,425-99.0% | $82,448-99.4% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 39.16% | 535.20%-496.0pp | 302.12%-263.0pp | 41.64%-2.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $335 | $1,171-71.4% | $1,790-81.3% | $4,139-91.9% |
| Admin fee / account holder | $14 | $1,962-99.3% | $2,495-99.4% | $7,234-99.8% |