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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 | $1,116 | $29,319-96.2% | $52,425-97.9% | $82,448-98.6% |
| Participation rate | 86.8% | 46.9%+40.0pp | 55.6%+31.2pp | 68.1%+18.8pp |
| Annual return | 25.69% | 535.20%-509.5pp | 302.12%-276.4pp | 41.64%-16.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $540 | $1,171-53.9% | $1,790-69.8% | $4,139-86.9% |
| Admin fee / account holder | $52 | $1,962-97.3% | $2,495-97.9% | $7,234-99.3% |