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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 | $1,470 | $58,391-97.5% | $76,657-98.1% | $72,975-98.0% |
| Participation rate | 80.0% | 67.4%+12.6pp | 72.1%+7.9pp | 69.5%+10.5pp |
| Annual return | 19.62% | 2306.65%-2287.0pp | 1166.74%-1147.1pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,130 | $2,690-58.0% | $3,335-66.1% | $3,608-68.7% |
| Admin fee / account holder | $162 | $4,014-96.0% | $6,423-97.5% | $5,124-96.8% |