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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 | $4,634 | $175,231-97.4% | $149,696-96.9% | $139,466-96.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $891 | $5,478-83.7% | $4,821-81.5% | $4,754-81.3% |
| Participant deferral / active EE | $3,168 | $6,521-51.4% | $5,682-44.2% | $6,712-52.8% |
| Admin fee / account holder | $10 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |