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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 | $5,101 | $52,353-90.3% | $120,225-95.8% | $82,448-93.8% |
| Participation rate | 83.3% | 58.3%+25.0pp | 69.6%+13.8pp | 68.1%+15.3pp |
| Annual return | 21.94% | 61.85%-39.9pp | 439.23%-417.3pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,910 | $2,627-27.3% | $3,999-52.2% | $4,139-53.8% |
| Admin fee / account holder | $295 | $4,363-93.2% | $5,696-94.8% | $7,234-95.9% |