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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 | $2,890 | $92,684-96.9% | $82,706-96.5% | $134,509-97.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $293 | $3,272-91.0% | $3,007-90.2% | $4,741-93.8% |
| Participant deferral / active EE | $3,052 | $4,800-36.4% | $4,394-30.5% | $6,400-52.3% |
| Admin fee / account holder | $2 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |