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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 | $8,976 | $105,200-91.5% | $159,474-94.4% | $85,847-89.5% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.8%-2.1pp | 69.3%+11.5pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,302 | $5,946-44.5% | $7,353-55.1% | $3,952-16.5% |
| Admin fee / account holder | $24 | $6,934-99.7% | $10,802-99.8% | $6,261-99.6% |