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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 | $12,075 | $105,198-88.5% | $159,455-92.4% | $85,856-85.9% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.8%+1.2pp | 69.3%+14.7pp |
| Annual return | 16.10% | 45.08%-29.0pp | 263.63%-247.5pp | 318.58%-302.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,269 | $5,946-45.0% | $7,353-55.5% | $3,952-17.3% |
| Admin fee / account holder | $85 | $6,934-98.8% | $10,800-99.2% | $6,261-98.6% |