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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 | $8,330 | $49,164-83.1% | $121,169-93.1% | $75,181-88.9% |
| Participation rate | 79.3% | 55.4%+23.9pp | 69.5%+9.8pp | 67.2%+12.1pp |
| Annual return | 48.01% | 56.03%-8.0pp | 986.71%-938.7pp | 160.69%-112.7pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,119 | $2,628+56.7% | $4,083+0.9% | $4,126-0.2% |
| Admin fee / account holder | $229 | $3,942-94.2% | $5,645-95.9% | $5,650-95.9% |