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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 | $860 | $57,330-98.5% | $86,656-99.0% | $75,177-98.9% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 114.73% | 2675.40%-2560.7pp | 593.09%-478.4pp | 160.75%-46.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $939 | $3,320-71.7% | $4,439-78.8% | $4,126-77.2% |
| Admin fee / account holder | $157 | $4,115-96.2% | $5,619-97.2% | $5,651-97.2% |