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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 | $3,029 | $111,878-97.3% | $93,727-96.8% | $145,897-97.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 32.50% | 204.28%-171.8pp | 133.83%-101.3pp | 552.29%-519.8pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,742 | $4,920-44.3% | $4,417-37.9% | $6,689-59.0% |
| Admin fee / account holder | $212 | $10,256-97.9% | $8,292-97.4% | $13,390-98.4% |