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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 | $1,516 | $70,366-97.8% | $66,674-97.7% | $138,895-98.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 70.64% | 386.41%-315.8pp | 321.24%-250.6pp | 145.39%-74.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $749 | $4,374-82.9% | $4,084-81.7% | $6,396-88.3% |
| Admin fee / account holder | $51 | $5,262-99.0% | $5,098-99.0% | $12,562-99.6% |