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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 | $56,431-91.0% | $130,788-96.1% | $87,485-94.2% |
| Participation rate | 83.3% | 58.9%+24.4pp | 70.1%+13.2pp | 68.9%+14.4pp |
| Annual return | 21.94% | 91.27%-69.3pp | 386.44%-364.5pp | 26.06%-4.1pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,910 | $2,749-30.5% | $4,137-53.8% | $4,274-55.3% |
| Admin fee / account holder | $295 | $4,433-93.3% | $6,673-95.6% | $7,775-96.2% |