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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 | $2,729 | $183,592-98.5% | $155,574-98.2% | $145,877-98.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.37%-61.4pp | 64.87%-64.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $352 | $5,317-93.4% | $4,676-92.5% | $4,663-92.5% |
| Participant deferral / active EE | $2,412 | $6,466-62.7% | $5,629-57.2% | $6,691-63.9% |
| Admin fee / account holder | $38 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |