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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 | $1,450 | $51,638-97.2% | $68,368-97.9% | $82,448-98.2% |
| Participation rate | 89.3% | 63.6%+25.7pp | 73.8%+15.5pp | 68.1%+21.2pp |
| Annual return | 23.05% | 37.53%-14.5pp | 292.57%-269.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $679 | $2,914-76.7% | $4,123-83.5% | $4,139-83.6% |
| Admin fee / account holder | $27 | $4,643-99.4% | $5,150-99.5% | $7,234-99.6% |