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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 | $1,234 | $27,924-95.6% | $58,544-97.9% | $75,181-98.4% |
| Participation rate | 72.9% | 38.8%+34.1pp | 50.9%+22.1pp | 67.2%+5.7pp |
| Annual return | 26.29% | 44.20%-17.9pp | 4249.56%-4223.3pp | 160.69%-134.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $890 | $1,202-26.0% | $1,923-53.7% | $4,126-78.4% |
| Admin fee / account holder | $189 | $1,726-89.1% | $2,520-92.5% | $5,650-96.7% |