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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 | $7,394 | $80,753-90.8% | $136,298-94.6% | $62,293-88.1% |
| Participation rate | 86.0% | 73.5%+12.5pp | 81.9%+4.1pp | 69.5%+16.5pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,561 | $5,164+7.7% | $6,247-11.0% | $3,169+75.5% |
| Admin fee / account holder | $77 | $525-85.4% | $9,244-99.2% | $479-84.0% |