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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 | $1,044 | $72,446-98.6% | $67,561-98.5% | $145,877-99.3% |
| Participation rate | 88.2% | 76.9%+11.4pp | 72.9%+15.3pp | 80.3%+7.9pp |
| Annual return | 13.22% | 7211.98%-7198.8pp | 3525.44%-3512.2pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $957 | $4,785-80.0% | $4,003-76.1% | $6,691-85.7% |
| Admin fee / account holder | $297 | $5,541-94.6% | $4,006-92.6% | $13,402-97.8% |