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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 | $18,507 | $166,131-88.9% | $164,975-88.8% | $145,877-87.3% |
| Participation rate | 70.8% | 82.0%-11.2pp | 78.6%-7.8pp | 80.3%-9.5pp |
| Annual return | 95.86% | 100.37%-4.5pp | 70.12%+25.7pp | 551.28%-455.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,355 | $6,962-37.4% | $6,033-27.8% | $6,691-34.9% |
| Admin fee / account holder | $13 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |